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Metis Wealth Management & Planning LLC

Metis Wealth Management & Planning LLC. CRD 305086

Metis Wealth Management & Planning LLC logo

CRD: 305086

Metis Wealth Management & Planning LLC

Bluffton, SC, 29910
8432716088
metiswealthllc.com
$114.9M Total AUM
$113.7M Disc. AUM
-- 3Y CAGR
2 Employees
470 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
CatalystLegacy fusion
Established Date
11-14-2019
Office Locations
1

Office Locations

5 RED Cedar ST Suite 201 Bluffton SC

About Metis Wealth Management & Planning LLC

Metis Wealth Management & Planning is an independent, fee-only RIA in Bluffton, SC focused on retirees and pre-retirees. The firm provides retirement planning and ongoing portfolio management with an emphasis on tax-efficient investing, coordinated withdrawals, and monitoring spending so assets last, including Medicare and tax considerations. Their process uses a customized roadmap built with two planning methodologies plus monthly check-ins and spending reviews. Custody via Charles Schwab.

Team overview

33 AVG AGE
$57.4M AVG AUM / ADVISOR
$244.4K AVG AUM / CLIENT
6.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Unison

Client Personas

Frontier

Custodian

Ridge foundation

Investment Themes

Beacon Horizon capital North signal Oak

Investment Vehicles

Harbor foundation

Platform

Crest

Services

Delta Ridge Catalyst Bridge Crest foundation Glacier

Technology

Atlas vector Vital

Owner & Executives

Jennifer S Sokolowski

Jennifer S Sokolowski

Chief Compliance Officer, Financial Planner, Owner

CRD
#6882692
Ownership
50% but less than 75%
(904) 983-7170
radial.meridian@deltacapital.com
in linkedin.com/in/harbor-pioneer
R

Robert W Sokolowski

Certified Financial Planner, INVESTMENT MANAGER, Owner

CRD
#6882734
Ownership
50% but less than 75%
(589) 665-3407
quantum.oak@optimacapital.com
in linkedin.com/in/zenith-prime

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-17-2025
01-24-2026
Category Assets AVG. Account size
Discretionary $113,663,033 $500,718
Non-Discretionary $1,189,358 $1,189,358
Total $114,852,391 $503,739

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Separately Managed Accounts

Total SMA Asset: $114,852,391

$114.9M Total SMA
Equity - Exchange:
16.2%
Public Funds:
9.1%
Corporate - Investment Grade:
20.6%
Cash:
23.6%
U.S. Government/Agency:
15.4%
Municipal Bonds:
15.1%
Asset class Assets Assets %
Equity - Exchange $1,109,443,053 16.2%
Public Funds $623,205,666 9.1%
Corporate - Investment Grade $1,410,773,265 20.6%
Cash $1,616,225,682 23.6%
U.S. Government/Agency $1,054,655,742 15.4%
Municipal Bonds $1,034,110,500 15.1%
Total $6,848,413,908 100.0%

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