Chief Compliance Officer · Meritis Wealth Management, Inc.
Jade N. Franke
CRD 6685781 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Meritis Wealth Management, Inc., an SEC-registered wealth manager based in Potomac, MD with $224 million in regulatory assets, lists Jade N. Franke on its Form ADV as Chief Compliance Officer. The SEC filings also name Jade at 1 other registered adviser.
Firms and roles
- Meritis Wealth Management, Inc.Chief Compliance OfficerWealth manager · Potomac, MD · $224M in regulatory assets
- KG Capital Management, LLCChief Compliance OfficerWealth manager · Saint Francisville, LA · $200M in regulatory assets
AtlasMembers
Jade’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James C. BrownManaging Principal, Meritis Wealth Management, Inc.
- Andrew A. GrezaffiManaging Member, KG Capital Management, LLC
- Gabriel S. KoraManaging Member, KG Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jade’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.