$96.0M Total AUM
$96.0M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation atlasSummit +more
- Established Date
- 11-17-2008
- Office Locations
- 1
Office Locations
2211 Park Blvd Palo Alto CA
About Meyers Wealth Management
Meyers Wealth Management is a Palo Alto, CA fee-only RIA providing hourly financial planning and ongoing portfolio management with comprehensive advice. The firm emphasizes conflict-free recommendations (no commissions) and offers a brief no-charge preliminary conversation to assess fit. Portfolios are primarily built with ETFs and are custodied at Charles Schwab.
Team overview
55 AVG AGE
$96.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
17.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
Oak Horizon beacon Vital
Client Personas
Momentum wave Radial glacier
Custodian
Unison North vector Timber Radial meridian
Investment Themes
Zenith vector Alpha Pioneer harbor
Investment Vehicles
Quantum unison
Services
Fusion pathway Optima Eagle Vital Glacier Atlas ridge Fusion Timber peak Matrix vital
Technology
Signal Meridian Quantum wave
Owner & Executives
DAVID SETH MEYERS
Advisor, President
- CRD
- #3202058
- Ownership
- 75% or more
(957) 625-3647
ridge.alpha@glaciercapital.com
in linkedin.com/in/atlas-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $96,000,000
Equity - Exchange:
26.5% Public Funds:
25.0% Cash:
23.7% Municipal Bonds:
24.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,254,291,871 | 26.5% |
| Public Funds | $1,183,294,218 | 25.0% |
| Cash | $1,121,762,918 | 23.7% |
| Municipal Bonds | $1,173,827,864 | 24.8% |
| Total | $4,733,176,871 | 100.0% |