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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Metis Wealth Management & Planning LLC
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|---|---|
| CRD # | 305086 |
| SEC # | 801-132805 |
| CIK # | |
| AUM | $107.6 M (2025-04-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 843-271-6088 |
| Address | 5 Red Cedar St Bluffton, SC 29910 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 13.8 |
| (b) Individuals (high net worth individuals) | 33 | 92.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 107.6 |
| By Discretionary | ||
| Discretionary | 225 | 107.6 |
| Non-Discretionary | 1 | 0.0 |
| Total | 226 | 107.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.6 | |
| Total | 226 | 107.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lewis Financial LLC
✚
|
CA | 0.1 |
|
Manwaring Wealth Management LLC
✚
|
AZ | 0.1 |
|
1818 Private Client Group LLC
✚
|
FL | 0.1 |
|
Evergreen Wealth Advisors
✚
|
NC | 0.1 |
|
BXM Wealth LLC
✚
|
CO | 0.1 |
|
Ankerstar Wealth LLC
✚
|
TX | 0.1 |
|
Baer Investment Advisory LLC
✚
|
0.1 | |
|
Kassira Wealth Management LLC
✚
|
0.1 | |
|
Arbor Wealth Management LLC
✚
|
AZ | 0.1 |
|
FORS Financial Consulting PS
✚
|
WA | 0.1 |