DFX Intelligence

Data Factory

RIA / WealthAdvisor26 years in industry

JASON ROBERT LIPPS

Advisor at MERITUM WEALTH MANAGEMENT LLC

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:838371ec-31d8-7ef7-460d-7d9b34950ec9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 24, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERITUM WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 27, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Jun 27, 2000
First registration: Apr 24, 2002
Dual registered: no
IAPD individual key: 4214778

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERITUM WEALTH MANAGEMENT LLC	State registered	Jun 3, 2022	n/a	yes	CINCINNATI, OH	Current employment
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Sep 25, 2018	Mar 17, 2022	no	CINCINNATI, OH\|WILMINGTON, DE	Previous registration
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Aug 2, 2011	Jul 10, 2018	no	WILMINGTON, DE	Previous registration
THE COASTAL ADVISORY GROUP, LLC	n/a	May 13, 2011	Jul 21, 2011	no	CINCINNATI, OH	Previous registration
PCA INVESTMENT ADVISORY SERVICES, INC.	Mixed wealth	Mar 29, 2010	Jan 18, 2011	no	CINCINNATI, OH	Previous registration
BRECEK & YOUNG ADVISORS, INC.	Former SEC adviser	Apr 24, 2002	Dec 15, 2005	no	CINCINNATI, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
REALTA INVESTMENT ADVISORS, INC	MERITUM WEALTH MANAGEMENT LLC	Mar 17, 2022	Jun 3, 2022	78	Firm change	Ibd to state RIA
THE COASTAL ADVISORY GROUP, LLC	REALTA INVESTMENT ADVISORS, INC	Jul 21, 2011	Aug 2, 2011	12	Firm change	Other
PCA INVESTMENT ADVISORY SERVICES, INC.	THE COASTAL ADVISORY GROUP, LLC	Jan 18, 2011	May 13, 2011	115	Firm change	Other
BRECEK & YOUNG ADVISORS, INC.	PCA INVESTMENT ADVISORY SERVICES, INC.	Dec 15, 2005	Mar 29, 2010	1,565	Firm change after gap	Other

Relationships

Registered with (5)

→ MERITUM WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 3, 2022 to presentfactForm ADV
→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: previous registration
Sep 25, 2018 to Mar 17, 2022factForm ADV
→ THE COASTAL ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
May 13, 2011 to Jul 21, 2011factForm ADV
→ PCA INVESTMENT ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Mar 29, 2010 to Jan 18, 2011factForm ADV
→ BRECEK & YOUNG ADVISORS, INC.Registered adviserregistration: previous registration
Apr 24, 2002 to Dec 15, 2005factForm ADV

Dated events

Occurred
Mar 17, 2022
Advisor changed firm
Jason Robert Lipps left Realta Investment Advisors, Inc for Meritum Wealth Management Llc (registered 2022-06-03)
Form ADVobserved 6 days ago