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Meritum Wealth Management LLC

Meritum Wealth Management LLC. CRD 321634

Meritum Wealth Management LLC logo

CRD: 321634

Meritum Wealth Management LLC

Cincinnati, OH
5136157421
www.meritumwealth.com
$13.5M Total AUM
$13.3M Disc. AUM
-- 3Y CAGR
3 Employees
70 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
Alpha
Established Date
06-02-2022
Office Locations
2

Office Locations

-- Cincinnati OH
-- Dublin OH

About Meritum Wealth Management LLC

Meritum Wealth Management is a Cincinnati, Ohio-based, full-service RIA serving individuals/families and business owners with ongoing financial planning and discretionary investment management, including implementation and management of workplace retirement and benefits plans. Led by Managing Partners Jason Lipps (CIO) and Vasili Zois (CCO), the firm supports virtual or in-person relationships, aims to reduce client fees, and custodies with Altruist and Interactive Brokers with portfolios largely built using ETFs and fixed income.

Team overview

30 AVG AGE
$4.5M AVG AUM / ADVISOR
$193.6K AVG AUM / CLIENT
3.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Element atlas Fusion North

Client Personas

Glacier momentum Peak vertex

Custodian

Ridge pioneer Vital timber Meridian Crest vector

Investment Themes

Catalyst legacy Focus

Investment Vehicles

Unison

Services

Bridge bridge Momentum vital Meridian crest Atlas Wave vector Wave focus Eagle Atlas Alpha

Technology

Oak

Owner & Executives

JASON ROBERT LIPPS

JASON ROBERT LIPPS

Chief Investment Officer, Investment Advisor Representative, Managing Partner

CRD
#4214778
Ownership
50% but less than 75%
(936) 309-9864
insight.prime@zenithcapital.com
in linkedin.com/in/meridian-frontier
Vasilios Nicholaos Zois

Vasilios Nicholaos Zois

Chief Compliance Officer, Managing Partner, Wealth Advisor

CRD
#6930859
Ownership
50% but less than 75%
(726) 794-2778
north.beacon@beaconcapital.com
in linkedin.com/in/delta-atlas

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Contacts

L

LEO EDWIN RENNER

--

CRD
#6151619
(897) 614-5063
zenith.catalyst@optimacapital.com
in linkedin.com/in/foundation-unison

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $13,288,542 --
Non-Discretionary $260,949 --
Total $13,549,491 --

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Separately Managed Accounts

Total SMA Asset: $13,549,491

$13.5M Total SMA
Equity - Exchange:
17.6%
Cash:
20.0%
U.S. Government/Agency:
21.5%
Public Funds:
21.5%
Municipal Bonds:
12.5%
Corporate - Investment Grade:
6.9%
Asset class Assets Assets %
Equity - Exchange $1,311,960,905 17.6%
Cash $1,490,864,665 20.0%
U.S. Government/Agency $1,602,679,514 21.5%
Public Funds $1,602,679,514 21.5%
Municipal Bonds $931,790,415 12.5%
Corporate - Investment Grade $514,348,310 6.9%
Total $7,454,323,323 100.0%

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