Meritum Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,513,117
Clients
69
Advisors
3
across 2 offices
About
Meritum Wealth Management provides discretionary and non‑discretionary portfolio management, financial planning, and pension/401(k) consulting to individuals, pension and profit‑sharing plans, charitable organizations, and other institutional clients (including RIAs and proprietary trading firms). The firm prepares an Investment Policy Statement for each client and tailors services to individual goals, time horizons, and risk tolerances.
The firm’s investment process combines quantitative and qualitative methods — including charting, cyclical, fundamental, modern portfolio theory, and technical analysis — and employs long‑term and short‑term trading as well as options strategies. Portfolios are constructed from mutual funds, equities, ETFs (including leveraged and precious‑metal ETFs), and fixed‑income securities, and the adviser may use model allocations and specified custodians for execution.
A notable feature of the firm is that its personnel also operate a separate tax preparation/tax‑planning business (Meritum Tax Advisors LLC) and an independent insurance agency; the firm discloses these relationships, may recommend those services, and may waive tax‑service fees depending on account size while describing procedures to mitigate conflicts. Despite its relatively small size (three advisors and roughly $13 million in AUM), the firm offers pension consulting and institutional advisory work and engages in active strategies such as options trading, distinguishing it from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning range from $100 to $1,500 depending on complexity
$0 - $1 million: 0.95% $1 million - $2 million: 0.80% Over $2 million+: 0.65%
$250-$350 per hour (maximum $350 per hour for individual clients); minimum $500 per hour for institutional clients
Main office
See officeCincinnati OH
Advisors at this office
2
Most active in
Florida · Kentucky · Ohio
Also doing business as
Meritum Advisors · Meritum Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Leo R
CFP®, Series 66
Estero, FL
Meritum Wealth Management LLC
Leo Renner is a CFP® with 12 years of industry experience, currently serving at Meritum Wealth Management LLC. His prior roles include positions at The Zois Group LLC, Capital Analysts, Lincoln Investment, Lincoln Financial Group, and Prudential Insurance Company of America, among others. He is also a licensed Medicare insurance agent offering Medicare Advantage and Supplement products. Meritum Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, institutional clients, and charitable organizations. The firm utilizes a blend of quantitative and qualitative investment strategies and offers active portfolio management including options trading.
Vasilios Z
Series 65
Cincinnati, OH
Meritum Wealth Management LLC
Vasilios Zois is a financial advisor at Meritum Wealth Management LLC in Cincinnati, OH, with eight years of industry experience. He holds a Series 65 credential and has been involved with multiple firms including Meritum Tax Advisors LLC, The Zois Group LLC, and IAMS Wealth Management, LLC. Zois is also the owner of The Zois Group LLC, an independent insurance agency that offers life, health, and annuity products. Meritum Wealth Management provides portfolio management, financial planning, and pension/401(k) consulting to individuals, institutional clients, and charitable organizations. The firm uses a blend of quantitative and qualitative investment methods across long-term and short-term strategies, including options trading, and also operates a tax preparation and insurance business alongside its advisory services.
Jason L
Series 63
Cincinnati, OH
Meritum Wealth Management LLC
Jason Lipps is a financial advisor with Meritum Wealth Management LLC in Cincinnati, OH. He holds a Series 63 designation and has 25 years of industry experience, including 12 years at Coastal Advisory Group, LLC prior to joining Meritum Wealth Management in 2022. Meritum Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and pension/401(k) consulting to individuals, institutional clients, and charitable organizations. The firm integrates quantitative and qualitative investment methods and offers active strategies such as options trading, while also operating a tax preparation and insurance agency alongside its advisory services.
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