Whitaker-Myers Wealth Managers, Ltd. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mansfield, OH. Its latest Form ADV filing, dated March 12, 2026, reports $851M in regulatory assets under management, 29 employees, 19 offices, and 8,347 accounts.
Top client segmentIndividuals represent 94.1% of total clients.
Top client categories% of clientsClients
1
Individuals
94.1%
3,255
2
HNWI
4.8%
167
3
Pension Plans
0.7%
24
4
Corporations
0.2%
7
5
Charitable
0.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$851Mas of March 12, 2026
Discretionary93.3%
$794M
93% of total RAUM93.3%
Non-discretionary6.7%
$57M
7% of total RAUM6.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$851M
Total Accounts8,347
10Y AUM Change+$748M (+732.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee119:1
10Y Employee Change+23 (+383.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.