Meritum Wealth Management LLC

Overview

Meritum Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm functions as a capital allocator for both individual/family and institutional clients and offers a mix of fee arrangements, including a percentage-of-AUM charge as well as hourly and fixed-fee engagements. Core advisory services listed in the filing include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is not identified as an active ESG investor and is not shown as a multi-state or related adviser in the available data. Filings also note industry ties with an accountant and an insurance company.

Assets & Accounts

Public Holdings

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Location & Offices