Firm profile

MEYERS WEALTH MANAGEMENT, LLC

COLUMBUS, OHCRD 289801Latest ADV March 19, 2026

Meyers Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 19, 2026, reports $1.9B in regulatory assets under management, 10 employees, 2 offices, and 860 accounts.

Assets Under Management
$1.9B
Employees
10
Offices
2 offices
Total Clients
860
Primary office
COLUMBUS, OH
5005 HORIZONS DRIVE, SUITE 200, COLUMBUS, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMatthew D. Meyers

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.5% of total clients.
Top client categories% of clientsClients
1
Individuals
55.5%
477
2
HNWI
37.8%
325
3
Pension Plans
3.8%
33
4
Corporations
2.0%
17
5
Charitable
0.9%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.9Bas of March 19, 2026
Discretionary96.9%
$1.9B
97% of total RAUM96.9%
Non-discretionary3.1%
$60M
3% of total RAUM3.1%
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$1.9B
Total Accounts860
10Y AUM Change+$1.9B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee86:1
10Y Employee Change+5 (+100.0%)

* 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.