MEYERS WEALTH MANAGEMENT, LLC
SEC RegisteredAbout the firm
Meyers Wealth Management was started nearly four decades ago by Robert Meyers in Columbus, Ohio. The firm has grown to include multiple family members and manages over $1.9 billion in client assets. The success of the company is driven by family values and the hard working, passionate members of the team.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Retirement & Estate Planning, Investment Advisory, Portfolio Analysis & Due Diligence, Life Insurance Planning & Analysis, and Corporate 401(K) Management.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 477 | $133M |
| High Net Worth Individuals | 325 | $1.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 33 | $102M |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $500,000 and Below | 1.88% |
| $500,001 - $1,000,000 | 1.63% |
| $1,000,001 - $2,500,000 | 1.38% |
| $2,500,001 - $5,000,000 | 1.13% |
| $5,000,001 and Above | 0.50% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MEYERS WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.