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| Whitaker-Myers Wealth Managers Ltd
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|---|---|
| CRD # | 286093 |
| SEC # | 801-118404 |
| CIK # | 0001973849 |
| AUM | $313.3 MM (2023-03-15) |
| Employees | 17 (59% Investors, 6% Brokers) |
| Phone | 419-289-3750 |
| Address | 1485 Lexington Ave Mansfield, OH 44907 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,329 | 210.8 |
| (b) Individuals (high net worth individuals) | 57 | 60.6 |
| (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 | 21 | 37.7 |
| (h) Charitable organizations | 6 | 2.7 |
| (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 | 7 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 5,690 | 313.3 |
| By Discretionary | ||
| Discretionary | 4,322 | 194.6 |
| Non-Discretionary | 1,368 | 118.7 |
| Total | 5,690 | 313.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.3 | |
| Total | 5,690 | 313.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001973849] |
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