Meyers Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, estate planning, and insurance. Financial planning was provided to 1,000 clients last fiscal year.
Meyers Wealth Management reports 860 clients. They include 477 individual clients, 325 high-net-worth individuals, and 33 pension and profit-sharing plans. Of its assets, 96.9% ($1.87B across 838 accounts) are managed with discretion; $60.1M across 22 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.93B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 7% |
| High-net-worth individuals | 38% | 85% |
| Pension and profit-sharing plans | 4% | 5% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 477 | $133M | 6.9% | $279K |
| High-net-worth individuals | 325 | $1.64B | 85.2% | $5.05M |
| Pension and profit-sharing plans | 33 | $102M | 5.3% | $3.08M |
| Charitable organizations | 8 | $37.7M | 2.0% | $4.71M |
| Corporations and other businesses | 17 | $13.4M | 0.7% | $788K |
| Total | 860 | $1.93B | 100% | $2.24M |
- Clients
- 477
- Regulatory AUM
- $133M
- AUM share
- 6.9%
- Avg. per client
- $279K
- Clients
- 325
- Regulatory AUM
- $1.64B
- AUM share
- 85.2%
- Avg. per client
- $5.05M
- Clients
- 33
- Regulatory AUM
- $102M
- AUM share
- 5.3%
- Avg. per client
- $3.08M
- Clients
- 8
- Regulatory AUM
- $37.7M
- AUM share
- 2.0%
- Avg. per client
- $4.71M
- Clients
- 17
- Regulatory AUM
- $13.4M
- AUM share
- 0.7%
- Avg. per client
- $788K
Total
- Clients
- 860
- Regulatory AUM
- $1.93B
- AUM share
- 100%
- Avg. per client
- $2.24M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Meyers Wealth Management charges 1.00%–2.00% for its Portfolio Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Non-Account Investment Services
- Servicing of investments held outside the client's managed accounts is charged at an annual rate of 0.50% of their fair market value, billed quarterly in arrears.
Robert Meyers owns 25% to 50% of Meyers Wealth Management. The leadership team of Meyers Wealth Management includes Chief Compliance Officer Matthew Meyers. It has 10 employees, 9 of them in advisory roles.
Leadership
- Matthew MeyersOwner/Chief Compliance Officer/Investment Advisor Representative/ Cima/ CPA
- Abigail MeyersOwner, Investment Advisor Representative
- Robert MeyersOwner, Investment Advisor Representative and Cima
- Martin MeyersOwner/CFP/Investment Advisor Representative
- Alexandra BuehlerOwner/Investment Advisor Representative
- Natalie BraunOwner, Investment Advisor Representative
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Natalie Braun
- Alexandra Marie Buehler
- Patrick Adam Doss
- Karen Elizabeth Kehres
- Benjamin Wade Melnick
- Abigail Meyers
- Martin Matthew Meyers
- Matthew David Meyers
- Robert David Meyers
Staff
- 10 employees
- 9 in advisory functions
- 9 state-registered reps
- 5 insurance agents
- Owns 25% to 50% of Meyers Wealth Management, LLC
Robert Meyers
Control person · since July 2017
- Owns 10% to 25% of Meyers Wealth Management, LLC
Matthew Meyers
Control person · since July 2017
- Owns 10% to 25% of Meyers Wealth Management, LLC
Martin Meyers
Control person · since January 2018
- Owns 10% to 25% of Meyers Wealth Management, LLC
Alexandra Buehler
Control person · since April 2020
- Owns 10% to 25% of Meyers Wealth Management, LLC
Natalie Braun
since August 2025
Meyers Wealth Management’s regulatory assets grew 2.0× from $983M (March 2021) to $1.93B (May 2026); clients rose from 640 to 860 and employees from 9 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $1.93B | 860 | 10 | 3 |
| April 2025 | $1.61B | 848 | 10 | 3 |
| March 2024 | $1.31B | 796 | 10 | 3 |
| March 2023 | $1.09B | 723 | 10 | 3 |
| June 2022 | $1.18B | 670 | 9 | 2 |
| March 2021 | $983M | 640 | 9 | 2 |
Besides its headquarters, Meyers Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in Ohio.
Ohio · 1 listed address
- 5005 Horizons Drive, Suite 200, ColumbusHQ
Contact and registration details
- Legal name
- Meyers Wealth Management, LLC
- Headquarters
- 5005 Horizons Drive, Suite 200, Columbus, OH 43220
- Website
- meyerswealthmgmt.com
- Phone
- 614-442-6787
- SEC file
- 801-111815
- Founded
- 2017
- Structure
- Ohio LLC
- Fiscal year end
- December
Meyers Wealth Management uses Charles Schwab ($1.58B) as custodian for its separately managed accounts. Meyers Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.58B100%
At year end, Meyers Wealth Management’s separately managed accounts were mostly in funds (59%) and bonds (24%).
What the accounts hold
- Stocks10%
- Funds59%
- Registered funds41%
- Pooled vehicles18%
- Bonds24%
- U.S. government and agency bonds14%
- State and local bonds5%
- Investment grade corporate bonds5%
- Cash7%
How many clients does Meyers Wealth Management have?
Meyers Wealth Management has 860 clients and manages $1.93 billion for them, as of May 2026. They include 477 individual clients, 325 high-net-worth individuals, and 33 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 May 2026
What services does Meyers Wealth Management offer?
Meyers Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Meyers Wealth Management charge?
Meyers Wealth Management charges 1.00%–2.00% for its Portfolio Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: MEYERS WEALTH MANAGEMENT, LLC - FIRM BROCHURE, filed 6 May 2026
Which custodians does Meyers Wealth Management use?
Meyers Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.58B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 May 2026
How many financial advisors does Meyers Wealth Management have?
Meyers Wealth Management has 9 investment adviser representatives registered with state securities authorities, out of 10 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Meyers Wealth Management invest in?
At the end of its last fiscal year, Meyers Wealth Management’s separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 18% pooled vehicles (private funds and similar), 14% U.S. government and agency bonds, 10% exchange-traded equities, 7% cash and equivalents, 5% state and local bonds and 5% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Meyers Wealth Management?
Meyers Wealth Management’s direct owners are Robert Meyers, Matthew Meyers, Martin Meyers, Alexandra Buehler and Natalie Braun, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 6 May 2026
How does Meyers Wealth Management get paid?
Meyers Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Meyers Wealth Management registered with the SEC?
Yes, Meyers Wealth Management has been registered with the SEC as an investment adviser since 6 October 2017. Its CRD number is 289801 and its SEC file number is 801-111815.
Source: Form ADV Part 1A, Item 1, filed 6 May 2026; IAPD firm record
How do I contact Meyers Wealth Management?
Meyers Wealth Management’s main office is at 5005 Horizons Drive, Suite 200, Columbus, OH 43220. Its phone number is 614-442-6787. Its website is meyerswealthmgmt.com.