Heather Mcgolerick
Investment adviser representative at Meritis Wealth Management, Inc.
18 yearsExperience
2 statesRegistered in
$224.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Meritis Wealth Management, Inc.Jun 2025 to now
- Wells Fargo AdvisorsJul 2021 to Jun 2025
- Wells Fargo Clearing Services, LLCJan 2008 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Meritis Wealth Management, Inc.
$224.4MAssets managed
130Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2341762
- Firm CRD
- 336539