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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Meyers Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Meyers Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Meyers Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Meyers Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Meyers Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Meyers Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Meyers Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Meyers Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Meyers Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 6 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}