DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Meyers Wealth Management, LLC
Latest filing May 6, 2026
First filing on the tape Sep 7, 2017 · 25 filings
SEC status approved since Oct 6, 2017
RAUM
$1.9B
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
92%
$1.8B individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$214M
derived; firm RAUM over IAPD count
Employees
10
9 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$1.9B as of May 6, 2026
Feb 1, 2018$729M then
HNW client RAUM$1.6B as of May 6, 2026
Feb 1, 2018$178M then
State-registered IARs (5.B.3)9 as of May 6, 2026
Feb 1, 20183 then
Employees (5.A)10 as of May 6, 2026
Feb 1, 20188 then
Private funds: no history
RAUM +20% over the last fiscal year+21% a year over threeIARs 8 to 9
Practice profile
derived from the filing of May 6, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $214MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 89derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.0MderivedHNW RAUM over HNW clients
- Average account
- $2.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 7.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 3.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +10%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Wrap fee program
- $1.9BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.6B85%
- Individuals$133M6.9%
- Pension and profit-sharing plans$102M5.3%
- Charitable organizations$37.7M2.0%
- Corporations and businesses$13.4M0.7%
- Individual clients
- 477reported
- HNW clients
- 325reported
- Pension plan clients
- 33reported
- Charitable clients
- 8reported
- Accounts
- 860reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew David Meyers | Columbus, Oh | Oct 18, 2017 | 10 y | 1 |
| Karen Elizabeth Kehres | Columbus, Oh | Oct 27, 2017 | 21 y | 1 |
| Robert David Meyers | Columbus, Oh | Nov 7, 2017 | 40 y | 3 |
| Patrick Adam Doss | Columbus, Oh | Jan 17, 2018 | 19 y | 0 |
| Martin Matthew MeyersCertified Financial Planner | Columbus, Oh | Jan 17, 2018 | 28 y | 2 |
| Benjamin Wade Melnick | Columbus, Oh | Jan 3, 2019 | 11 y | 0 |
| Alexandra Marie Buehler | Columbus, Oh | Mar 22, 2021 | 10 y | 0 |
| Abigail Meyers | Columbus, Oh | Apr 10, 2025 | 13 y | 0 |
| Natalie Braun | Columbus, Oh | Aug 18, 2025 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Martin Matthew Meyers from Wells Fargo AdvisorsJan 17, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Robert David Meyers from Wells Fargo AdvisorsNov 7, 2017 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Karen Elizabeth Kehres from Wells Fargo AdvisorsOct 27, 2017 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Matthew David Meyers from Wells Fargo AdvisorsOct 18, 2017 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Wells Fargo AdvisorsOct 20, 2017 · Columbus, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Marie Alexandra Buehler · Owner/Investment Advisor Representativecontrolsince 04/2020 · owns 10% to 25%
- Matthew Martin Meyers · Owner/CFP/Investment Advisor Representativecontrolsince 01/2018 · owns 10% to 25%
- David Matthew Meyers · Owner/Chief Compliance Officer/Investment Advisor Representative/ Cima/ Cpacontrolsince 07/2017 · owns 10% to 25%
- David Robert Meyers · Owner, Investment Advisor Representative And Cimacontrolsince 07/2017 · owns 25% to 50%
- Natalie Braun · Owner, Investment Advisor Representativesince 08/2025 · owns 10% to 25%
- Abigail Meyers · Owner, Investment Advisor Representativesince 03/2025 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Columbus, Oh · principal | 9 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 728 to 860Nov 5, 2025 to Feb 24, 2026
- Charity clients · 22 to 8Nov 5, 2025 to Feb 24, 2026
- Corporate clients · 0 to 17Nov 5, 2025 to Feb 24, 2026
- HNW clients · 251 to 325Nov 5, 2025 to Feb 24, 2026
- Pension plan clients · 98 to 33Nov 5, 2025 to Feb 24, 2026
- Discretionary RAUM · $1.6B to $1.9BNov 5, 2025 to Feb 24, 2026
- HNW RAUM · $1.2B to $1.6BNov 5, 2025 to Feb 24, 2026
- Individual RAUM · $248M to $133MNov 5, 2025 to Feb 24, 2026
- Non-discretionary RAUM · $49.9M to $60.1MNov 5, 2025 to Feb 24, 2026
- Pension RAUM · $94.1M to $102MNov 5, 2025 to Feb 24, 2026
- RAUM · $1.6B to $1.9BNov 5, 2025 to Feb 24, 2026
- Advisory employees · 8 to 9Apr 14, 2025 to Aug 14, 2025
- State-registered IARs · 8 to 9Apr 14, 2025 to Aug 14, 2025
- Accounts · 690 to 728Mar 11, 2024 to Apr 14, 2025
- Charity clients · 20 to 22Mar 11, 2024 to Apr 14, 2025
- HNW clients · 220 to 251Mar 11, 2024 to Apr 14, 2025
- Individual clients · 470 to 477Mar 11, 2024 to Apr 14, 2025
- Pension plan clients · 86 to 98Mar 11, 2024 to Apr 14, 2025
- Financial planning clients · More than 500 to More than 500Mar 11, 2024 to Apr 14, 2025
- Discretionary RAUM · $1.2B to $1.6BMar 11, 2024 to Apr 14, 2025
- HNW RAUM · $1000M to $1.2BMar 11, 2024 to Apr 14, 2025
- Individual RAUM · $212M to $248MMar 11, 2024 to Apr 14, 2025
- Non-discretionary RAUM · $97.1M to $49.9MMar 11, 2024 to Apr 14, 2025
- Pension RAUM · $86.4M to $94.1MMar 11, 2024 to Apr 14, 2025
- RAUM · $1.3B to $1.6BMar 11, 2024 to Apr 14, 2025
- Accounts · 660 to 690Mar 10, 2023 to Mar 11, 2024
- Charity clients · 18 to 20Mar 10, 2023 to Mar 11, 2024
- HNW clients · 207 to 220Mar 10, 2023 to Mar 11, 2024
- Individual clients · 421 to 470Mar 10, 2023 to Mar 11, 2024
- Pension plan clients · 77 to 86Mar 10, 2023 to Mar 11, 2024
- Discretionary RAUM · $1.0B to $1.2BMar 10, 2023 to Mar 11, 2024
- HNW RAUM · $850M to $1000MMar 10, 2023 to Mar 11, 2024
- Individual RAUM · $162M to $212MMar 10, 2023 to Mar 11, 2024
- Non-discretionary RAUM · $51.1M to $97.1MMar 10, 2023 to Mar 11, 2024
- Pension RAUM · $65.8M to $86.4MMar 10, 2023 to Mar 11, 2024
- RAUM · $1.1B to $1.3BMar 10, 2023 to Mar 11, 2024
- Accounts · 670 to 660Jun 13, 2022 to Mar 10, 2023
- Advisory employees · 7 to 8Jun 13, 2022 to Mar 10, 2023
- Charity clients · 21 to 18Jun 13, 2022 to Mar 10, 2023
- HNW clients · 208 to 207Jun 13, 2022 to Mar 10, 2023
Signals
1 dated events
- Meyers Wealth Management, Llc filed its initial SEC registration (Form ADV)Sep 7, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 614-442-6787reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- meyerswealthmgmt.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 614-442-6787reportedpublic record, Form ADV, May 6, 2026
- Contact form
- meyerswealthmgmt.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- meyerswealthmgmt.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $214Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026