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| Whitaker-Myers Wealth Managers Ltd
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|---|---|
| CRD # | 286093 |
| SEC # | 801-118404 |
| CIK # | 0001973849 |
| AUM | $850.6 M (2026-06-02) |
| Employees | 30 (33% Investors, 3% Brokers) |
| Phone | 330-345-5000 |
| Address | 1485 Lexington Ave Mansfield, OH 44907 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Advanced Micro Devices Inc | 3.0 | ||
| Apple Inc | 3.0 | ||
| Arista Networks Inc | 2.9 | ||
| Alphabet Inc | 2.8 | ||
| Nvidia Corp | 2.8 | ||
| WisdomTree Bitcoin Fund | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,255 | 500.1 |
| (b) Individuals (high net worth individuals) | 167 | 289.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 53.6 |
| (h) Charitable organizations | 5 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,347 | 850.6 |
| By Discretionary | ||
| Discretionary | 8,005 | 793.7 |
| Non-Discretionary | 342 | 56.9 |
| Total | 8,347 | 850.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 850.6 | |
| Total | 8,347 | 850.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001973849] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
P J Schmidt Investment Management Inc
✚
|
WI | 0.9 |
|
Apeiron RIA LLC
✚
|
TX | 0.9 |
|
Harbor Advisors LLC
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|
FL | 0.9 |
|
HH Capital Management Inc
✚
|
CA | 0.9 |
|
Affinity Capital Advisors LLC
✚
|
CA | 0.9 |
|
Channel Wealth LLC
✚
|
CA | 0.9 |
|
NS Management Ltd
✚
|
0.9 | |
|
Liberty Capital Management Inc
✚
|
MI | 0.8 |
|
Avenir Corporation
✚
|
VA | 0.8 |
|
Silverlake Wealth Management LLC
✚
|
VT | 0.8 |