Unclaimed Profile

Matthew David Meyers

MEYERS WEALTH MANAGEMENT, LLC·COLUMBUS, Ohio

SIE, Series 7, Series 24, Series 66Clean record10 years registeredMEYERS 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 · 10 years registered

Brand Profile

Not yet started

Career History

MEYERS WEALTH MANAGEMENT, LLC

Oct 2017 – present

WELLS FARGO CLEARING SERVICES, LLC

Feb 2016 – Oct 2017

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · February 16, 2016

Years registered · 10

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 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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