Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > columbus > MEYERS WEALTH MANAGEMENT, LLC
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 $1,090,900,000 assets under management, offering retirement planning & investment advisory services to 660 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 | $1,090,900,000 |
| No. of Clients | 660 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 660 | $1,090,900,000 |
| Individuals (other than high net worth individuals) | 421 | $162,400,000 |
| High net worth individuals | 207 | $849,600,000 |
| Pension and profit sharing plans | 77 | $65,800,000 |
| Charitable organizations | 18 | $13,100,000 |
More Retirement Planning firms in Columbus, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $71,982,699,043 | 134 | 133 | |
| $71,037,804,050 | 1405 | 151 | |
| $25,371,529,349 | 516 | 48 | |
| $24,763,108,831 | 4149 | 129 | |
| $23,908,418,539 | 68 | 122 |
Explore More Retirement Advisors in Columbus, Ohio