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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Whitaker-Myers Wealth Managers Ltd
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|---|---|
| CRD # | 286093 |
| SEC # | 801-118404 |
| CIK # | 0001973849 |
| AUM | $713.1 M (2025-06-26) |
| Employees | 29 (45% Investors, 3% Brokers) |
| Phone | 330-345-5000 |
| Address | 1485 Lexington Ave Mansfield, OH 44907 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.8 | ||
| Apple Inc | 3.3 | ||
| Microsoft Corp | 2.6 | ||
| J P Morgan Chase & Co | 2.5 | ||
| WisdomTree Bitcoin Fund | 1.8 | ||
| Taser International Inc | 1.5 | ||
| Amazon Com Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,081 | 450.8 |
| (b) Individuals (high net worth individuals) | 122 | 207.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 47.2 |
| (h) Charitable organizations | 5 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,041 | 713.1 |
| By Discretionary | ||
| Discretionary | 7,645 | 618.2 |
| Non-Discretionary | 396 | 95.0 |
| Total | 8,041 | 713.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 713.1 | |
| Total | 8,041 | 713.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001973849] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MMA Asset Management LLC
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|
PA | 0.7 |
|
Market Street Wealth Management LLC
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|
PA | 0.7 |
|
GSG Advisors LLC
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|
NJ | 0.7 |
|
Advisors Management Group Inc
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|
WI | 0.7 |
|
Barry Investment Advisors LLC
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|
MA | 0.7 |
|
Trifecta Capital Advisors LLC
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|
IL | 0.7 |
|
Retirement Fund Management LLC
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|
GA | 0.7 |
|
Porter White Investment Advisors Inc
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|
AL | 0.7 |
|
Market Street Wealth Management Advisors LLC
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|
IN | 0.7 |
|
Granite Group Advisors LLC
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|
CT | 0.7 |