A complete list of active advisors currently associated with Meritum Wealth Management LLC

Warmer can help you find a great advisor at Meritum Wealth Management LLC or one who fits your needs even better.

Meritum Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, retirement plans, charitable organizations, and other institutional clients, including registered investment advisor firms and proprietary trading entities. The firm offers both discretionary and non‑discretionary services and documents client objectives and constraints in an Investment Policy Statement for each engagement. The firm’s investment process blends multiple methods of analysis—charting, cyclical, fundamental, quantitative, and technical—and employs long‑term and short‑term trading, options strategies, and selective use of ETFs (including leveraged and precious‑metals ETFs). Meritum uses model portfolios and may engage third‑party money managers or fund managers when constructing client portfolios, and it typically custodians client assets through Interactive Brokers or Altruist. Noteworthy aspects disclosed in the brochure include principals’ involvement in related businesses: a licensed insurance agent affiliated with an independent insurance agency and ownership of a separate tax preparation and planning company, with disclosed conflicts of interest and mitigation procedures. The firm also notes it may waive tax service fees depending on account size, and its mix of clients and routine use of options and leveraged ETFs are less common among similarly sized supported firms.

To learn more about the advisors currently working at Meritum Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.