← Directory
METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086File 801-132805
APPROVED
Retail clients
Custody
Filing as of Jan 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$114.9M
Bottom 25% of cohort (national)
Discretionary AUM
$113.7M
Non-discretionary $1.2M
Clients
465
228 accounts
Employees
2
Bottom 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 19, 2025
- Principal office
- 5 RED CEDAR ST, SUITE 201, BLUFFTON, SC, 29910
- Phone
- 843-271-6088
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $114.9M
- Discretionary AUM
- $113.7M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 227
- Non-discretionary accounts
- 1
- Total accounts
- 228
- AUM per client
- $247K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.4M |
| Charitable organizations | Fewer than 5 | $9K |
| High net worth individuals | 31 | $101.0M |
| Individuals (other than high net worth individuals) | 430 | $11.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.