MEYERS WEALTH MANAGEMENT, LLC
Adviser information for MEYERS WEALTH MANAGEMENT, LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 655 | $1.2B |
| Non-Discretionary | 35 | $97.1M |
| Total | 690 | $1.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 470 | $211.7M |
| HNW Individuals | 220 | $999.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 86 | $86.4M |
| Charitable organizations | 20 | $14.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 1.3B |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MEYERS WEALTH MANAGEMENT LLC - PORTFOLIO MANAGEMENT WRAP-FEE PROGRAM | MEYERS WEALTH MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-111815 |
|---|---|
| SEC ERA File Number | 801-111815 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289801 |
| Legal Entity Identifier | None |
Principal Office
4100 HORIZONS DRIVESUITE 101
COLUMBUS
OH
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 614-442-6787, Fax: NONE
Websites
Chief Compliance Officer
MATTHEW D. MEYERS
CCO / OWNER (ONE OF FIVE OWNERS)
4100 HORIZONS DRIVE, SUITE 101
COLUMBUS
OH
United States
Tel:
614-442-6787
Fax:
NONE
M******@*******************M
(Full email address available in API data)
Regulatory Contact
ALEXANDRA BUEHLER
OWNER (ONE OF FIVE OWNERS)
4100 HORIZONS DRIVE, SUITE 101
COLUMBUS
OH
United States
Tel:
614-442-6787
Fax:
NONE
A********@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEYERS, ROBERT, DAVID | Individual | – | OWNER, INVESTMENT ADVISOR REPRESENTATIVE AND CIMA | 07/2017 | 25-50% |
| MEYERS, MATTHEW, DAVID | Individual | – | OWNER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE/ CIMA/ CPA | 07/2017 | 10-25% |
| MEYERS, MARTIN, MATTHEW | Individual | – | OWNER/CFP/INVESTMENT ADVISOR REPRESENTATIVE | 01/2018 | 10-25% |
| BUEHLER, ALEXANDRA, MARIE | Individual | – | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | 04/2020 | 10-25% |
| BRAUN, NATALIE | Individual | – | OWNER/ INVESTMENT ADVISOR REPRESENTATIVE | 07/2022 | 5-10% |