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| Keyboard |
| Meyers Wealth Management LLC
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|---|---|
| CRD # | 289801 |
| SEC # | 801-111815 |
| CIK # | |
| AUM | 1,926.8 M (2026-05-06) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
JSF Financial LLC
✚
|
CA | 1,972.3 M |
|
The Fiduciary Group LLC
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|
GA | 1,969.3 M |
|
The Norden Group LLC
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|
UT | 1,967.9 M |
|
Abound Wealth Management LLC
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TN | 1,948.4 M |
|
Bensler LLC
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|
WA | 1,941.5 M |
|
CFO4Life Group LLC
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|
TX | 1,935.5 M |
|
SHP Wealth Management LLC
✚
|
MA | 1,919.9 M |
|
Retirement Management Systems Inc
✚
|
MD | 1,886.7 M |
|
AXIA Advisory Corp
✚
|
IN | 1,878.9 M |
|
IAG Wealth Partners LLC
✚
|
WI | 1,869.0 M |