Focus On Your Client’s Needs, Let Us Handle The Rest.

Meritum Wealth Management was created to redefine the standards of wealth management and financial planning for clients and advisors.

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Supporting Independent Advisors Like You

Meritum Wealth Management is a full-service platform for independent advisors. Our primary focus is to handle all of the time-consuming tasks of investment management and trading, business processing, compliance, and billing to provide advisors more time to focus on what is really important - building relationships with clients and gathering more assets.

Regardless if you are an experienced advisor looking for a more cost-effective and efficient home, or a new advisor starting a book of business from scratch, our team is here to provide you the support you need to help scale your business.

Services We Offer Investment Advisors

Advisor Registrations & Transitions

Not sure where to begin? We help new and existing advisors with all of their registrations and transition needs.

Full-Service Back Office Support

Our team is here to help you with all of your back-office needs, including trading, billing, compliance, sales materials, etc.

Trading & Portfolio Management

We offer advisors the ability to choose from third-party money managers or utilize our propietary trading strategy.

Insurance Product Offerings & Support

Gain access and support to over 70 insurance companies to help process all of your health, life, and annuity business.

Monthly Advisor Payouts

We handle all of your client fee billing and offer competitive payouts on your personal book of business every month!

Advisor Training Events

Education is important to us. We hold training events for new and experienced advisors to help them get ahead.

Joining Meritum Wealth Management

Are you a financial professional who is looking to streamline and grow your business?
Meritum Wealth Management is proud to offer its wealth management platform, investment strategies, and back-office support to help independent advisors, like you, grow their businesses.

New Advisors

Existing Advisors

Inventory & Prepare: Before your transition begins it is important to take an inventory of your current business to make sure you are fully prepared to have a successful transition. Our team will help you implement a cohesive plan to ensure a seamless and hassle-free transition from your old firm to Meritum Wealth Management.
Register: Your start date with Meritum Wealth Management will be determined by how quickly you have all your client paperwork in order. You must notify your current firm of your termination and we’ll alert you once approved and begin moving your clients over.
Transfer: Once you have been approved you may begin contacting your clients to begin the transfer process. We will guide and assist you with the all necessary and required applications and documents to begin moving your clients over.

Qualification: A Series 65 license, a combination of a Series 7 and Series 66, or a state-approved designation (CFP, ChFC, CFA) is required to become an Investment Advisor. If you need licensing, we have study packages available and our team will be in regular contact with you throughout the study process.
Registration: Once you’ve completed your prerequisite licensing, our team will be in contact to complete the required paperwork and confirm all necessary registrations. After all of your paperwork is confirmed, your advisor account will be set up and you will have access to all of your tools.
Education: You will complete an onboarding orientation that outlines the business process and explains how you can utilize your new capabilities to grow and scale your business with the help of our team that is just a phone call away!

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A Custodian You Can Trust.

In order to avoid conflicts of interest and to ensure further regulatory security of our clients’ assets, we utilize a trusted third-party custodian to hold all of our clients’ assets.

A custodian is a specialized financial institution (typically, a regulated entity with granted authority like a bank) that holds customers' securities for safekeeping in order to minimize the risk of their misappropriation, misuse, theft, and/or loss.

Meritum Wealth Management utilizes Interactive Brokers as our third-party custodian due to their historical financial strength, international reputation, industry-leading technology, and continuous achievements and awards.