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MEYERS WEALTH MANAGEMENT
MEYERS, DAVID SETH
CRD 148734
2211 PARK BLVD, PALO ALTO, CA, 94306, United States
Phone
800-993-2994
Fax
800-993-2994
Registration
— (—)
Source
State registered
Total AUM
$96.0M
Discretionary AUM
$96.0M
Team
1 total employees; 1 advisory reps; 40 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.0M |
| High net worth individuals | 30 | $92.0M |
All web addresses on file
Official SEC filing: View on IAPD