Meritum Wealth Management LLC

Overview

Meritum Wealth Management LLC is an independent, individually owned RIA that combines financial planning with discretionary portfolio management for individuals, families and small institutions. The firm charges clients via a mix of AUM-based fees, hourly billing and fixed-fee engagements. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services; however, the firm is not registered as a pension consultant. Meritum reports it does not act as a capital allocator and does not identify as an active ESG investor. It operates as a single-state adviser rather than a multi-state RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices