M
CRD: 338023
Meta Wealth Advisory
Timonium, MD, 21093
4106839263
$172.1M Total AUM
$172.1M Disc. AUM
-- 3Y CAGR
3 Employees
81 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-29-2025
- Office Locations
- 1
Office Locations
1954 Greenspring DR Suite 310 Timonium MD
About Meta Wealth Advisory
Meta Wealth Advisory is a Timonium-based RIA. The firm has been operating for 0 years. Managing $172.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$172.1M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
0.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Insight Glacier oak
Investment Themes
Beacon Delta Glacier radial
Investment Vehicles
Foundation
Services
Focus Foundation atlas Vector Unison Foundation harbor Signal
Owner & Executives
ANDREW LEWIS HOLLINGSWORTH THOMPSON
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner
- CRD
- #4565928
- Ownership
- 75% or more
(958) 962-8521
frontier.horizon@signalcapital.com
in linkedin.com/in/alpha-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jason Anthony Koval
--
- CRD
- #7579323
(818) 500-7142
summit.bridge@vitalcapital.com
in linkedin.com/in/glacier-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,057,328 | $516,689 |
| Non-Discretionary | $0 | -- |
| Total | $172,057,328 | $516,689 |
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Separately Managed Accounts
Total SMA Asset: $172,057,328
Public Funds:
14.8% Cash:
16.1% Equity - Exchange:
14.4% U.S. Government/Agency:
14.8% Corporate - Investment Grade:
18.3% Municipal Bonds:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $951,172,571 | 14.8% |
| Cash | $1,034,721,513 | 16.1% |
| Equity - Exchange | $925,465,204 | 14.4% |
| U.S. Government/Agency | $951,172,571 | 14.8% |
| Corporate - Investment Grade | $1,176,112,030 | 18.3% |
| Municipal Bonds | $1,388,197,804 | 21.6% |
| Total | $6,426,841,693 | 100.0% |