SourcingSourcing

MERITIS WEALTH MANAGEMENT, INC.

B54
CRD 336539·SEC 801-132983·POTOMAC, MD
AUM
$224.4M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$673K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MERITIS WEALTH MANAGEMENT, INC.
CRD
336539
SEC file #
801-132983
EIN
—
DBA names
—

Economics

AUM
$224.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$199.0M → $224.4M▲ +13%
Client mix
Individuals High Net Worth68
Individuals Other62

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
POTOMAC MD
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
meritiswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROWN, JAMES, CHRISTOPHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BROWN, JAMES, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
MERITISWEALTH.COM
Rdap Domain Creation Date
2025-05-07T18:11:59Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.622
Soi Zip Pct 200k Plus
0.4346
Soi Zip Returns 200k Plus
10,060
Soi Zip Total AGI
7,896,741
Fdic Zip Total Deposits
78,271,445,000
Fdic Zip Branch Count
533
Fdic Zip Top Banks
Forbright Bank
Capital One, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
NationsBank, National AssociationPotomac, MD
NationsBank, National AssociationRockville, MD
Fdic Zip HHI
1110.39
Fdic Zip Top Bank Share Pct
26.51
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-07T18:11:59Z
Rdap Domain Last Changed
2026-04-07T05:35:14Z
Rdap Nameservers
Ns-1386.awsdns-45.orgNs-1701.awsdns-20.co.ukNs-33.awsdns-04.comNs-837.awsdns-40.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI40,184
Returns4,220
Stub 2
AGI65,647
Returns1,800
Stub 3
AGI90,061
Returns1,450
Soi Zip Total Business Income
329,857
Soi Zip Total Cap Gains
954,206
Soi Zip Total Dividends
423,705
Soi Zip Total Returns
23,150
Top Owner CRD
4895673
Trust Company Affiliate
No

People (3)

3
BROWN, JAMES, CHRISTOPHER
IAR · Direct Owner · 87.5%
4895673
LAURA DEAN PERKINS MARKOFF
IAR
4884992
HEATHER MCGOLERICK
IAR
2341762