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| Meyers Wealth Management LLC
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|
|---|---|
| CRD # | 289801 |
| SEC # | 801-111815 |
| CIK # | |
| AUM | $1.9 B (2026-05-06) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 614-442-6787 |
| Address | 5005 Horizons Drive Columbus, OH 43220 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 477 | 133.1 |
| (b) Individuals (high net worth individuals) | 325 | 1,641.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 101.5 |
| (h) Charitable organizations | 8 | 37.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 13.4 |
| (n) Other | 0 | 0.0 |
| Total | 860 | 1,926.8 |
| By Discretionary | ||
| Discretionary | 838 | 1,866.7 |
| Non-Discretionary | 22 | 60.1 |
| Total | 860 | 1,926.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,926.8 | |
| Total | 860 | 1,926.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JSF Financial LLC
✚
|
CA | 2.0 |
|
The Fiduciary Group LLC
✚
|
GA | 2.0 |
|
The Norden Group LLC
✚
|
UT | 2.0 |
|
Abound Wealth Management LLC
✚
|
TN | 1.9 |
|
Bensler LLC
✚
|
WA | 1.9 |
|
CFO4Life Group LLC
✚
|
TX | 1.9 |
|
SHP Wealth Management LLC
✚
|
MA | 1.9 |
|
Retirement Management Systems Inc
✚
|
MD | 1.9 |
|
AXIA Advisory Corp
✚
|
IN | 1.9 |
|
IAG Wealth Partners LLC
✚
|
WI | 1.9 |