← Back to searchVisit website
MEYERS WEALTH MANAGEMENT, LLC
CRD 289801 · SEC 801-111815
5005 HORIZONS DRIVE, SUITE 200, COLUMBUS, OH, 43220, United States
Phone
614-442-6787
Fax
NONE
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.93B
Discretionary AUM
$1.87B
Team
10 total employees; 9 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 477 | $133.1M |
| High net worth individuals | 325 | $1.64B |
| Pension/profit sharing plans | 33 | $101.5M |
| Charitable organizations | 8 | $37.7M |
| Corporations/business entities | 17 | $13.4M |
States served
AZ, CA, GA, IL, IN, KY, MD, MA, MI, NY, NC, OH, OR, PA, SC, TN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD