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- Custodian
- Morgan Stanley · Raymond James · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-24-2025
- Office Locations
- 1
Office Locations
About Meritis Wealth Management, Inc.
Meritis Wealth Management, Inc. is a Maryland-registered RIA serving clients nationally. The team provides holistic wealth management including financial and retirement planning, risk management, and portfolio management, often coordinating with clients’ attorneys and accountants. They work with families/individuals, pre-retirees, retirees, and those experiencing sudden wealth, with portfolios using public funds/ETFs and solutions such as mutual funds, annuities, and alternatives. Client access is via Raymond James.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JAMES CHRISTOPHER BROWN JR.
MANAGING PRINCIPAL
- CRD
- #4895673
- Ownership
- 75% or more
JADE NICOLE FRANKE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LAURA DEAN PERKINS MARKOFF
--
- CRD
- #4884992
HEATHER MCGOLERICK
Director Of Client Relations
- CRD
- #2341762
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,394,856 | $536,830 |
| Non-Discretionary | $0 | -- |
| Total | $224,394,856 | $536,830 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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