This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.9BItem 5.F on the latest filing (2026-05-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.9B

Private client RAUM

$1.8BderivedItem 5.D individuals plus high net worth individuals

Private client share

92%derivedprivate client RAUM over total RAUM

Advisors on IAPD

9

RAUM per advisor

$214Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

10

Advisory employees

9

Offices

2Schedule D 1.F, beyond the principal office

Accounts

860

Individual clients

477

High net worth clients

325

SEC number

801-111815

CRD

289801

Filings on the tape

25

First filed

Sep 7, 2017

Latest filed

May 6, 2026

Organised

Limited Liability Company, OH

Website

meyerswealthmgmt.com

• Occurred

  Sep 7, 2017
  First Form ADV filing

  Meyers Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c1594cde-45b3-5cca-4238-e24724eb80ff

First observed

Sep 7, 2017

Last observed

May 6, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.