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Meritum Advisors Anti-Fraud Notice

We value your protection.

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Anyone can be a target of financial fraud and scams - your best defense is to stay informed, alert, and secure. Below you will find our anti-fraud notice and disclaimer.  

Anti-Fraud Notice & Diclaimers

Meritum Advisors ("Meritum") would like to alert you to the risk of websites that may impersonate Meritum Advisors or any of our third-party service providers. These fraudulent websites may try to swindle clients out of money and personal information, such as identification documents. These fraudulent websites may attempt to mimic the "look and feel" of Meritum Advisors, or any of our third-party service provider websites by using similar branding, logos, design and/or content.

To be clear, Meritum Advisors’ official website is www.meritumadvisors.com. While Meritum Advisors does have additional website domains, it does not have any connection or affiliation with third-party websites and/or companies. Members of the public should be alerted to the possibility of scams and should always exercise care in giving out personal data and information.

 

Regulatory and law enforcement agencies maintain online lists of potentially fraudulent websites. For more information on websites that have been reported to, or investigated by, regulators or law enforcement agencies as potentially fraudulent, please refer to these agencies' websites.

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If you suspect that fraudulent activity or irregularities may have occurred with respect to your account(s), please contact us immediately. 

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Contact

Call: (513) 201-8665

Text: (513) 866-3658

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Cincinnati, Ohio

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Meritum Wealth Management LLC 2025

"Meritum Advisors" is a marketing name, or "DBA", for Meritum Wealth Management LLC, a Registered Investment Adviser. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. All investments have the potential for profit or loss. Investments involve risk and, unless otherwise stated, are not guaranteed. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. 

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The information on this site or in emails is designed for educational purposes only. Content on this website regarding financial planning, investment, tax, or legal topics should not be relied upon, standing alone or without the guidance of a capable professional, to support personalized decision-making by or affecting individual clients.

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The firm only conducts business in states where it is properly registered or is excluded from registration requirements. The information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

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Tax preparation, filing, planning, and advisory services are offered to clients through Meritum Tax Advisors LLC, an independently owned tax services firm. 

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Insurance products are sold through The Zois Group LLC, an independently owned insurance agency.  While we always strive to advise clients with their best interests in mind, insurance products and strategies may pose a conflict of interest due to the commissions that such products and strategies pay. Note that advisors working in an insurance capacity may pose some level of conflict of interest and may not be working fully in a fiduciary capacity. 

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To learn more about our firm, click here to view our Form ADV.

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