Metis Wealth Management & Planning LLC
● SEC registered since 2025CRD 305086SEC# 801-132805Bluffton, SC
Reg. AUM
$114.9M
Employees
2
Accounts
228
Location
Bluffton, SC
About Metis Wealth Management & Planning
Metis Wealth Management & Planning focuses on retirement-oriented investment management and guidance. It helps clients avoid overspending, tax surprises, and emotionally driven portfolio mistakes so retirement years can be spent living rather than worrying about money.
Summary based on the firm’s website.
Metis Wealth Management & Planning LLC assets under management
Metis Wealth Management & Planning LLC operates as an SEC-registered investment adviser based in Bluffton, SC. The firm has been registered since 2025. It reports $114.9 million in regulatory assets under management and employs 2 people.
Metis Wealth Management & Planning LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer S Sokolowski Control | Chief Compliance Officer/Owner | 50-75% | 2022 |
| Robert W Sokolowski Control | Owner/Investment Manager | 50-75% | 2022 |
Frequently asked questions
How much does Metis Wealth Management & Planning LLC manage?
Metis Wealth Management & Planning LLC reports $114.9 million in regulatory assets under management on its Form ADV.
How many employees does Metis Wealth Management & Planning LLC have?
Metis Wealth Management & Planning LLC reports 2 employees.
Where is Metis Wealth Management & Planning LLC located?
Metis Wealth Management & Planning LLC is based in Bluffton, SC and has been SEC-registered since 2025.
Does Metis Wealth Management & Planning LLC disclose fund performance?
Metis Wealth Management & Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Red Cedar St, Suite 201, Bluffton, SC 29910 |
| Phone | 843-271-6088 |
| Office hours | 9:00a.m. To 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$114.9M▲ 7%
Apr '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$114.9Mregulatory AUM
Discretionary $113.7MNon-discretionary $1.2M