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Matthew David Meyers

MEYERS WEALTH MANAGEMENT, LLC·COLUMBUS, Ohio
Unclaimed Profile
4100 HORIZONS DRIVE, COLUMBUS, OH 43220CRD# 6582758Firm CRD# 289801
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MEYERS WEALTH MANAGEMENT, LLC
MEYERS WEALTH MANAGEMENT, LLC
AUM
$1.3B
Regulatory assets under management
Employees
10
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6582758
Firm CRD# 289801
2 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in COLUMBUS
Randall Thomas Gerber — GERBER, LLCKevin Thomas Fix — FULLEN FINANCIAL GROUP, INC.Bradley Jay Beman — NATIONWIDE ASSET MANAGEMENT, LLCCatherine Zweig Cory — GRANDVIEW PARTNERS MANAGEMENT, LLCSteven Dale Cox — ROMANS 1 ADVISORS LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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