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MEYERS WEALTH MANAGEMENT, LLC

CRD 289801File 801-111815
APPROVED
Retail clients
Disclosure events
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.93B
Top 25% of cohort (national)
Discretionary AUM
$1.87B
Non-discretionary $60.1M
Clients
860
860 accounts
Employees
10
Top 25% of cohort in OH

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Oct 6, 2017
Principal office
5005 HORIZONS DRIVE, SUITE 200, COLUMBUS, OH, 43220
Phone
614-442-6787

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.93B
Discretionary AUM
$1.87B
Non-discretionary AUM
$60.1M
Discretionary accounts
838
Non-discretionary accounts
22
Total accounts
860
AUM per client
$2.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other17$13.4M
Charitable organizations8$37.7M
High net worth individuals325$1.64B
Pension and profit sharing plans33$101.5M
Individuals (other than high net worth individuals)477$133.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • 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 11
  • Q11E2
  • Q11E4

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.