CRD: 286093
Whitaker-Myers Wealth Managers, Ltd.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2014
- Office Locations
- 3
Office Locations
About Whitaker-Myers Wealth Managers, Ltd.
Whitaker-Myers is an Ohio-based advisory and insurance firm providing integrated risk management, benefits, tax support, and wealth management for individuals and businesses. The team delivers financial planning, investment planning, and portfolio construction with exposure to public funds, ETFs, and fixed income. Founded in 1869, it differentiates with an in-house claims department and ongoing plan monitoring.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRIS G VANDERZYDEN
President
- CRD
- --
- Ownership
- 25% but less than 50%
JOHN-MARK COLLIER YOUNG
Advisor, Chief Investment Officer, President
- CRD
- #5523862
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Benjamin Michael Allen
Financial Advisor, General Partner
- CRD
- #7974374
NICHOLAS S ALLEN
Financial Advisor, Smartvestor Pro
- CRD
- #7628861
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $793,748,000 | $99,157 |
| Non-Discretionary | $56,863,601 | $166,268 |
| Total | $850,611,601 | $101,906 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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