RIA Intel›Advisers›Ohio›MERITUM WEALTH MANAGEMENT LLC

MERITUM WEALTH MANAGEMENT LLC

Advisory

Data as of Jun 29, 2026 · Source: SEC Form ADV

Average account

$103K

across 132 accounts

AUM per adviser

$5M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 29, 2026.

Total AUM

$14M

Discretionary %

98.1%

Clients

70

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$14M

Discretionary AUM$13M

Non-Discretionary AUM$261K

Discretionary %98.1%

Total Clients70

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, KY, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

DUNPHY WEALTH MANAGEMENT, INC.

CINCINNATI, OH

$13M

JOSEPH S. DUKE

$14M

VICTORY FINANCIAL SERVICES LLC

MEDINA, OH

$14M

JDM INVESTMENT COUNSEL, LLC

COLUMBUS, OH

$13M

-91.9% 1Y

BRUIN CAPITAL ALLOCATION, LLC

CINCINNATI, OH

$14M

CCF ADVISORS LLC

ROCKY RIVER, OH

$14M

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