MERITIS WEALTH MANAGEMENT, INC. of POTOMAC, MD is an SEC-registered investment adviser (CRD 336539). Regulatory assets under management: $224.4M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| James Christopher Brown | MANAGING PRINCIPAL; MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Jade Nicole Franke | CHIEF COMPLIANCE OFFICER | — |