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VZ

Vasilios N. Zois

MERITUM WEALTH MANAGEMENT LLC
Cincinnati, OH
Some features on this profile are disabled
CRD#: 6930859
VZ

Professional summary

Vasilios Nicholaus Zois, who also goes by Vasili Zois, Vasilios Zois, Vasilis Zois, is a registered financial advisor currently at MERITUM WEALTH MANAGEMENT LLC located in Cincinnati, Ohio.

Vasilios is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Vasilios has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Vasili Zois | Vasilios Zois | Vasilis Zois

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Owner of The Zois Group LLC, investment-related, 111 Diamond Drive, Dayton, OH, 45458, Operating Company for insurance business, independent insurance agent, since 03/2018, approximately 12 hours/month during securities trading hours, insurance product sales (life, health, and annuities). (2) Meritum Tax Advisors LLC; not investment-related; 3413 Golden Ave., Cincinnati, OH, 45226; Tax preparation and tax planning; Owner/Enrolled agent; Start 01/2024; 8 hours or less annually as tax preparer and tax planner.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vasilios Nicholaus Zois's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 13, 2022 - Present

MERITUM WEALTH MANAGEMENT LLC

RIA
CRD#: 321634
Cincinnati, OH
Past

March 28, 2018 - July 1, 2022

IAMS WEALTH MANAGEMENT, LLC

RIA
CRD#: 286085
Cincinnati, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(10/29/2025)
IAR
Ohio
(6/13/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/12/2018
Uniform Investment Adviser Law Examination

Current Firm

MW
MERITUM WEALTH MANAGEMENT LLC
MERITUM ADVISORS | MERITUM WEALTH MANAGEMENT LLC

CRD#: 321634 / SEC#:

Kentucky
Registered Investment Advisory firm - (10/29/2025 Approved)
Ohio
Registered Investment Advisory firm - (6/2/2022 Approved)
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Contact information

Main Address
Cincinnati, OH
Mailing Address
Phone number
(513) 615-7421
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts111
AUM (Assets Under Management)$ 11,759,886

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERITUM WEALTH MANAGEMENT LLC

CRD#: 321634Cincinnati, OH

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