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WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD 286093 · SEC 801-118404
1485 LEXINGTON AVE., MANSFIELD, OH, 44907, United States
Phone
(330) 345-5000
Fax
(330)345-7409
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$850.6M
Discretionary AUM
$793.7M
Team
30 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersESTATE PLANNING, BILL PAY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3255 | $500.1M |
| High net worth individuals | 167 | $289.2M |
| Pension/profit sharing plans | 24 | $53.6M |
| Charitable organizations | 5 | $1.8M |
| Corporations/business entities | 7 | $6.0M |
States served
VT, AL, AZ, AR, CA, CO, GA, IL, IN, KY, LA, MD, MI, MN, NE, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD