Jade Franke is not listed as a control person, but directly owns under 5% of Meritis Wealth Management.
Meritis Wealth Management is an investment adviser based in Potomac, MD, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $224 million, as filed on 26 June 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6685781
- Firm
- Meritis Wealth Management · CRD 336539
- Role
- Chief Compliance Officer
- In role since
- May 2026 · under a year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Potomac, MD
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jade Franke work?
Jade Franke has been Chief Compliance Officer of Meritis Wealth Management, Inc. since May 2026.
How can I verify Jade Franke’s record?
Jade Franke’s role is listed on Meritis Wealth Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 336539.
