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| Metis Wealth Management & Planning LLC
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|---|---|
| CRD # | 305086 |
| SEC # | 801-132805 |
| CIK # | |
| AUM | 114.9 M (2026-01-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 843-271-6088 |
| Address | 5 Red Cedar St Bluffton, SC 29910 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 430 | 11.5 |
| (b) Individuals (high net worth individuals) | 31 | 101.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 228 | 114.9 |
| By Discretionary | ||
| Discretionary | 227 | 113.7 |
| Non-Discretionary | 1 | 1.2 |
| Total | 228 | 114.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.9 | |
| Total | 228 | 114.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Professional Financial Management Inc
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WI | 115.5 M |
|
KB Financial Advisors LLC
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CA | 115.5 M |
|
1818 Private Client Group LLC
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FL | 115.4 M |
|
KUTZ and Company Inc
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|
Uyana Partners LLC
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|
Natwealth Management USA Inc
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115.0 M | |
|
Five Speed Financial Planning LLC
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AZ | 114.9 M |
|
Futura Asset Advisors LLC
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|
FL | 114.8 M |
|
1102 Partners LLC
✚
|
114.5 M | |
|
Ryan Poage & Co LLC
✚
|
MO | 114.2 M |