Wealth manager, wrap-program sponsor · Columbus, OH
Meyers Wealth Management, LLC
SEC-registered investment adviser · CRD 289801 · SEC 801-111815
At a glance
Meyers Wealth Management, LLC is an SEC-registered investment adviser based in Columbus, Ohio, with $1.9 billion in regulatory assets under management as of its Form ADV filed May 6, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 802 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 821st of 8,915 wealth managers and 3,717th of 17,210 SEC-registered advisers by assets.
Main office 614-442-6787meyerswealthmgmt.comAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among wealth managers
- #821 of 8,915
- Rank among all SEC RIAs
- #3,717 of 17,210
- Rank in Ohio
- #74 of 403
- Individual clients
- 802
- High-net-worth clients
- 325
- Accounts
- 860
- Discretionary
- 97% of AUM
- Employees
- 10
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Robert D. MeyersOwner, Investment Advisor Representative and Cima
- Matthew D. MeyersOwner/chief Compliance Officer/investment Advisor Representative/ Cima/ CPA
- Martin M. MeyersOwner/cfp/investment Advisor Representative
- Alexandra M. BuehlerOwner/investment Advisor Representative
- Natalie BraunOwner, Investment Advisor Representative
- Abigail MeyersOwner, Investment Advisor Representative
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 325 | $1.6B | 85% |
| Individuals | 477 | $133M | 7% |
| Pension and profit sharing plans | 33 | $102M | 5% |
| Charitable organizations | 8 | $38M | 2% |
| Corporations or other businesses | 17 | $13M | <1% |
Disciplinary disclosures
Meyers Wealth Management, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗meyerswealthmgmt.com ↗
AtlasMembers
The full record on Meyers Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,050 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Meyers Wealth Management, LLC manage?
Meyers Wealth Management, LLC reports $1.9 billion in regulatory assets under management across 860 accounts, 97% of it on a discretionary basis, on its Form ADV filed May 6, 2026.
What kind of firm is Meyers Wealth Management, LLC?
Meyers Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Meyers Wealth Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($1.6 billion, 325 clients); individuals ($133 million, 477 clients); pension and profit sharing plans ($102 million, 33 clients).
Does Meyers Wealth Management, LLC have any disciplinary history?
Meyers Wealth Management, LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Meyers Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →