# MERITIS WEALTH MANAGEMENT, INC.

MERITIS WEALTH MANAGEMENT, INC. of POTOMAC, MD is an SEC-registered investment adviser.

## Registration

- CRD: 336539
- Type: SEC-registered investment adviser
- SEC file number: 801-132983
- Location: 12435 PARK POTOMAC AVE, SUITE 440, POTOMAC, MD, 20854
- Phone: 240-396-6600
- Latest filing: 2026-06-26
- Regulatory AUM: $224.4M
- Discretionary AUM: $224.4M
- Clients: 3
- Accounts: 418

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| James Christopher Brown | MANAGING PRINCIPAL; MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Jade Nicole Franke | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336539/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336539/similar
- Related entities: https://search.stillhousedata.com/firm/336539/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336539

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.