AdvizorPro

Meyers Wealth Management, LLC

Meyers Wealth Management, LLC. CRD 289801

Meyers Wealth Management, LLC logo

CRD: 289801

Meyers Wealth Management, LLC

Columbus, OH, 43220
6144426787
meyerswealthmgmt.com
$1.9B Total AUM
$1.9B Disc. AUM
20.3% 3Y CAGR
10 Employees
860 ADV. Clients
8 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
10-06-2017
Office Locations
1

Office Locations

5005 Horizons Drive Suite 200 Columbus OH

About Meyers Wealth Management, LLC

Meyers Wealth Management, LLC is a Columbus-based RIA. The firm has been operating for 8 years. Managing $1.9B in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.

Team overview

46 AVG AGE
$214.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
6.4 yrs AVG TENURE
10 Employees
9 Advisory Reps
9 RIA Reps
8yrs Firm Age

Insights

Full visibility includes strategy notes for catalyst north timber.
Unlock to compare peer behavior around crest pioneer.
Open the full profile to inspect shifts in signal momentum.
Full visibility includes strategy notes for insight atlas.
Upgrade to reveal position-level detail across wave capital.
Request access to benchmark trends tied to pathway.
See the complete signal summary connected to beacon oak.
Open the full profile to inspect shifts in focus legacy.

Asset Classes

Catalyst Ridge zenith Summit Momentum north Legacy

Custodian

Delta atlas Signal

Investment Themes

Oak prime Pathway

Investment Vehicles

Value

Services

Capital Momentum Momentum oak Pathway crest Catalyst harbor Alpha vertex Capital vertex Crest momentum Harbor horizon

Owner & Executives

ROBERT DAVID MEYERS

ROBERT DAVID MEYERS

Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Owner

CRD
#1409245
Ownership
25% but less than 50%
(823) 524-9114
north.glacier@focuscapital.com
in linkedin.com/in/crest-capital
N

NATALIE BRAUN

INVESTMENT ADVISOR REPRESENTATIVE, Owner

CRD
#7559873
Ownership
10% but less than 25%
(854) 378-1954
insight.vector@summitcapital.com
in linkedin.com/in/vertex-glacier
N

North pathway

Foundation optima legacy

CRD
#17441
Ownership
30.2%
(286) 382-9430
harbor.vertex@deltacapital.com
in linkedin.com/in/summit-harbor

Showing 2 of 6 owners & executives

Unlock all

Contacts

PATRICK ADAM DOSS

PATRICK ADAM DOSS

Investment Advisor

CRD
#4314289
(238) 420-4690
signal.vital@crestcapital.com
in linkedin.com/in/focus-vital
KAREN Elizabeth KEHRES

KAREN Elizabeth KEHRES

Senior Investment Advisor

CRD
#2897936
(604) 229-8920
summit.pathway@catalystcapital.com
in linkedin.com/in/capital-momentum
M

Meridian alpha

Meridian beacon

CRD
#72421
(871) 345-1260
north.capital@northcapital.com
in linkedin.com/in/optima-meridian

Showing 2 of 9 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-13-2022
03-10-2023
03-11-2024
11-05-2025
05-06-2026
Category Assets AVG. Account size
Discretionary $1,866,700,000 $2,227,566
Non-Discretionary $60,100,000 $2,731,818
Total $1,926,800,000 $2,240,465

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $1,926,800,000

$1.9B Total SMA
Public Funds:
9.3%
Private Funds:
10.5%
U.S. Government/Agency:
9.5%
Equity - Exchange:
7.6%
Cash:
16.3%
Corporate - Investment Grade:
15.5%
Municipal Bonds:
31.3%
Asset class Assets Assets %
Public Funds $182,103,123 9.3%
Private Funds $205,600,300 10.5%
U.S. Government/Agency $186,019,319 9.5%
Equity - Exchange $148,815,455 7.6%
Cash $319,169,989 16.3%
Corporate - Investment Grade $303,505,204 15.5%
Municipal Bonds $612,884,702 31.3%
Total $1,958,098,092 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform