MEYERS WEALTH MANAGEMENT, LLC

4100 Horizons Drive
Suite 101
Columbus, Ohio 43220
Tel: 614-442-6787

About MEYERS WEALTH MANAGEMENT, LLC

MEYERS WEALTH MANAGEMENT, LLC, formally registered with the SEC as MEYERS WEALTH MANAGEMENT, LLC. The firm was established in 10/06/2017. They have over 3 offices throughout the country.

MEYERS WEALTH MANAGEMENT, LLC is a Columbus, Ohio based Financial Planning firm with nearly $1,312,100,000 assets under management, offering retirement planning & investment advisory services to 690 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289801
SEC#	801-111815
Assets Managed by Firm	$1,312,100,000
No. of Clients	690
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	690	$1,312,100,000
Individuals (other than high net worth individuals)	470	$211,700,000
High net worth individuals	220	$999,500,000
Pension and profit sharing plans	86	$86,400,000
Charitable organizations	20	$14,500,000

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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