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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
- Website
- https://meyerswealthmgmt.com
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 type | Clients | AUM |
|---|---|---|
| Other | 17 | $13.4M |
| Charitable organizations | 8 | $37.7M |
| High net worth individuals | 325 | $1.64B |
| Pension and profit sharing plans | 33 | $101.5M |
| Individuals (other than high net worth individuals) | 477 | $133.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| 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.

