Whitaker-Myers Wealth Managers, Ltd.

RIASEC Registered
Total AUM
$851M
Discretionary
$794M
93% of AUM
Avg account
$102K
Accounts
8,347
Employees
24
Advisory reps
20

Firm details

Headquarters
Mansfield, Ohio
CRD number
286093
Registered since
April 9, 2020
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

FINTRX

Overview

Whitaker-Myers Wealth Managers, Ltd. is structured as a limited liability company and operates as an independent registered investment adviser. The firm reports being SEC-registered in 2020. Its stated client mix includes individuals and families alongside institutional clients, and it identifies as a capital allocator that can place client capital with third-party managers. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed, and other fee types. The firm does not report being an active ESG investor, and it shows industry connections with accounting and insurance firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 9%, Cash & Cash Equivalents 4%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 93

Active vs passive

$571M in ETFs

Passive

83%

$474M

Active

7%

$97.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK MORNINGSTAR WIDE MOAT ETF (MOAT)VanEckPassiveLarge Blend$47.8M452,5418.38%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth