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MEYERS FINANCIAL SERVICES
MEYERS FINANCIAL SERVICES INC.
CRD 136624
670 WEST NAPA STREET, SUITE C, SONOMA, CA, 95476-6437, United States
Phone
707-935-1124
Fax
707-935-7167
Registration
— (—)
Source
State registered
Total AUM
$28.4M
Discretionary AUM
$28.4M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $22.3M |
| High net worth individuals | 4 | $6.0M |
| Charitable organizations | 1 | $167K |
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/LILLIANMEYERS
- https://www.instagram.com/sonomavalleywealthmanagement/
- https://www.linkedin.com/in/ariel-andrews-02260a210/
- https://www.facebook.com/sonomamoneycoach
- https://www.instagram.com/meyersfinancial/
- https://www.youtube.com/channel/UCNIr1Nk6w9i348ni7jLYLKQ
- HTTPS://WWW.FACEBOOK.COM/MEYERS-FINANCIAL-SERVICES-INC-211376042213673/
- HTTP://WWW.MEYERSFINANCIAL.COM
Official SEC filing: View on IAPD