METIS WEALTH MANAGEMENT & PLANNING LLC

METIS WEALTH MANAGEMENT & PLANNING LLC of BLUFFTON, SC is an SEC-registered investment adviser (CRD 305086). Regulatory assets under management: $114.9M.

Registration

• CRD: 305086
• SEC file number: 801-132805
• Type: Registered investment adviser
• Location: 5 RED CEDAR ST, SUITE 201, BLUFFTON, SC, 29910
• Phone: 843-271-6088
• Latest filing: 2026-01-24
• Regulatory AUM: $114.9M
• Discretionary AUM: $113.7M
• Non-discretionary AUM: $1.2M
• Clients: 2
• Accounts: 228

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305086 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search