Whitaker-Myers Wealth Managers, Ltd.
Firm details
- Headquarters
- Mansfield, Ohio
- CRD number
- 286093
- Registered since
- April 9, 2020
- Website
- whitaker-myers.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals58.79%
- HNWI34%
- Pension & Profit Sharing Plans6.3%
- Corporations / Businesses0.7%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Whitaker-Myers Wealth Managers, Ltd. is an independent, individually owned RIA that registered with the SEC in 2020. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It serves both individual/family and institutional clients, charges fees by percentage of AUM as well as hourly and fixed fees, and acts as a capital allocator—deploying client capital into third‑party managers and pooled vehicles. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 4
Timothy Hilterman
Chief Financial Planning OfficerCRD 5715595
John-mark Young
President, Chief Investment OfficerCRD 5523862
Kelly Taylor
Chief Compliance OfficerCRD 7487693
Contacts
3 of 17
Andrew Young
Financial PlannerCRD 7214112
Matthew Harris
Financial AdvisorCRD 3116683
Chris Vanderzyden
PresidentCRD 6762880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$571M in ETFs
83%
$474M
7%
$97.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | VanEck | Passive | Large Blend | $47.8M | 452,541 | 8.38% |
Location
Mansfield, OH
Richland
Location
Mansfield, OH
Headquartered in Mansfield, OH, anchoring the Mansfield-Ashland-Bucyrus, OH metro in the Midwest.
- Metro area
- Mansfield-Ashland-Bucyrus, OH
- Region
- Midwest
- County
- Richland
- Address
- 1485 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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