Metis Wealth Management & Planning Llc, SC — Investment Adviser | BuildTrust

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METIS WEALTH MANAGEMENT & PLANNING LLC

Investment AdviceBLUFFTON, SC

Assets Under Management

$107.6M

Total AUM

Donut chart: Discretionary 107.6M, Non-Discretionary 24K
Category	Value
Discretionary	107.6M
Non-Discretionary	24K

Adviser Information

Field	Value
CRD Number	305086
SEC Number	801-132805
Street Address	5 RED CEDAR ST
Street Address 2	SUITE 201
Location	BLUFFTON, SC 29910
Country	United States
Phone	843-271-6088
Total Employees	2

Client Count by Type (83 Total)

Horizontal bar chart: Individuals (other than H… 46, High Net Worth Individual… 33, Corporations/Businesses 3, Charitable Organizations 1
Category	Value
Individuals (other than H…	46
High Net Worth Individual…	33
Corporations/Businesses	3
Charitable Organizations	1