Unclaimed Profile

Martin Matthew Meyers

MEYERS WEALTH MANAGEMENT, LLC·COLUMBUS, Ohio

SIE, Series 7, Series 63, Series 65CFPClean record20 years registeredMEYERS WEALTH MANAGEMENT, LLC

4100 HORIZONS DRIVE, COLUMBUS, OH 43220CRD# 2975408Firm CRD# 289801

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martin Matthew Meyers · COLUMBUS, OH

Registration

CRD #2975408 · MEYERS WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

MEYERS WEALTH MANAGEMENT, LLC

Jan 2018 – present

WELLS FARGO CLEARING SERVICES, LLC

Jul 2007 – Jan 2018

COLUMBUS, OH

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Apr 2006 – Jul 2007

UPPER ARLINGTON, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 7, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEYERS WEALTH MANAGEMENT, LLC

CRD 289801 · SEC 801-111815

AUM

$1.3B

Regulatory assets under management

Employees

690 client accounts

Services offered by MEYERS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MEYERS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Martin Matthew Meyers offer?

Martin Matthew Meyers specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in COLUMBUS, Ohio for a consultation.

What are Martin Matthew Meyers's credentials?

Martin Matthew Meyers holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Martin Matthew Meyers located?

Martin Matthew Meyers is based in COLUMBUS, Ohio, working with MEYERS WEALTH MANAGEMENT, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Martin Matthew Meyers charge for services?

Martin Matthew Meyers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEYERS WEALTH MANAGEMENT, LLC?

MEYERS WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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