WHITAKER-MYERS WEALTH MANAGERS, LTD.
SEC RegisteredAbout the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,255 | $500M |
| High Net Worth Individuals | 167 | $289M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 24 | $54M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,000 - $3,000,000 | 0.75% |
| $3,000,000 - $5,000,000 | 0.60% |
| Over $5,000,000 | 0.50% |
Data as of March 12, 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. WHITAKER-MYERS WEALTH MANAGERS, LTD. 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.