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METIS WEALTH MANAGEMENT & PLANNING LLC

C49
CRD 305086·SEC 801-132805·BLUFFTON, SC
AUM
$114.9M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$345K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
METIS WEALTH MANAGEMENT & PLANNING LLC
CRD
305086
SEC file #
801-132805
EIN
—
DBA names
—

Economics

AUM
$114.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$107.6M → $114.9M▲ +7%
Client mix
Individuals Other430
Individuals High Net Worth31
Corporations3
Charitable Organizations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BLUFFTON SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
01/24/2026
ADV-W filed at
—
Website
metiswealthllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Sokolowski, Jennifer, S
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Sokolowski, Jennifer, S
Sokolowski, Robert, W
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
METISWEALTHLLC.COM
Rdap Domain Creation Date
2019-05-10T16:41:50Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-10T16:41:50Z
Rdap Domain Last Changed
2026-04-25T07:41:08Z
Rdap Nameservers
Ns1.customermsp.comNs2.customermsp.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6882692
Trust Company Affiliate
No

People (2)

2
Sokolowski, Jennifer, S
IAR · Direct Owner · 62.5%
6882692
Sokolowski, Robert, W
IAR · Direct Owner · 62.5%
6882734