Meritum Wealth Management Llc
- Regulatory AUM
- $13.5M
- Discretionary
- $13.3M
- Clients
- 70
- Avg AUM / client
- $194K
- Accounts
- 132
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 69 | $13.5M | 99.7% |
| Charitable organizations | 1 | $36.4K | 0.27% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| First Urology P.S.C. 401 K Profit Sharing Plan First Urology P.S.C. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Robert Lipps | Registered representative | Jun 2022 (4y) | ||
| Vasilios Nicholaos Zois | Registered representative | Jun 2022 (4y) | ||
| Leo Edwin Renner | Registered representative | CFP | May 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| First Urology P.S.C. 401 K Profit Sharing Plan | First Urology P.S.C. | 332 | $63.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Interactive Brokers $8.3M (61% of AUM) Jun 2026
- Truist Financial Corp $3.5M (26% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗