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MERITIS WEALTH MANAGEMENT, INC.

EIN 47-3670576-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$645K assets
Welfare
0
Participants
3
12435 PARK POTOMAC AVENUE, SUITE 440 - POTOMAC, MD 20854240-396-6600
Plans on this EIN
1 filing
#001401k-$645K - 3 part

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Retirement#001

MERITIS WEALTH MANAGEMENT, INC. 401(K) PLAN

401k

Assets$645K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERITIS WEALTH MANAGEMENT, INC. 401(K) PLAN401k$645K32025
Retirement plans
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