Unclaimed Profile

Matthew David Meyers

MEYERS WEALTH MANAGEMENT, LLC·COLUMBUS, Ohio

MEYERS WEALTH MANAGEMENT, LLC

4100 HORIZONS DRIVE, COLUMBUS, OH 43220CRD# 6582758Firm CRD# 289801

Profile Verification

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

Identity

Matthew David Meyers · COLUMBUS, OH

Registration

CRD #6582758 · MEYERS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Matthew David Meyers is a registered financial advisor based in COLUMBUS, Ohio, affiliated with MEYERS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MEYERS WEALTH MANAGEMENT, LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MEYERS WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6582758

Firm CRD# 289801

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew David Meyers offer?

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

What are Matthew David Meyers's credentials?

Matthew David Meyers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew David Meyers located?

Matthew David 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 Matthew David Meyers charge for services?

Matthew David 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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