MEYERS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.9B

Discretionary

$1.9B

97% of AUM

Avg account

$2.2M

Accounts

860

Employees

Advisory reps

Firm details

Headquarters: COLUMBUS, Ohio
CRD number: 289801
Registered since: October 6, 2017
Website: meyerswealthmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI85.17%
Individuals6.91%
Pension & Profit Sharing Plans5.27%
Charitable Organizations1.96%
Corporations / Businesses0.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Meyers Wealth Management, LLC is an independent, SEC-registered registered investment adviser that began filing in 2017 and is structured as a limited liability company owned by an individual. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, manager selection, and client education through seminars and workshops. Meyers acts as a capital allocator, selecting and allocating to third‑party managers rather than solely running all strategies in‑house. The firm does not identify as an active ESG investor.