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Meritum Wealth Management LLC CRD 321634
$13.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Advisory Group, Llc | Cincinnati | OH | 01/2010 | 03/2022 |
| Meritum Wealth Management Llc | Cincinnati | OH | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-27 |
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