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WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD 286093File 801-118404
APPROVED
Retail clients
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$850.6M
Above cohort median (national)
Discretionary AUM
$793.7M
Non-discretionary $56.9M
Clients
3,458
8,347 accounts
Employees
30
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 9, 2020
- Principal office
- 1485 LEXINGTON AVE., MANSFIELD, OH, 44907
- Phone
- (330) 345-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $850.6M
- Discretionary AUM
- $793.7M
- Non-discretionary AUM
- $56.9M
- Discretionary accounts
- 8,005
- Non-discretionary accounts
- 342
- Total accounts
- 8,347
- AUM per client
- $246K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $6.0M |
| Charitable organizations | 5 | $1.8M |
| High net worth individuals | 167 | $289.2M |
| Pension and profit sharing plans | 24 | $53.6M |
| Individuals (other than high net worth individuals) | 3,255 | $500.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SELECTION OF OTHER ADVISERS FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.