Whitaker Myers Wealth Managers, Ltd.
- Regulatory AUM
- $851M
- Discretionary
- $794M
- Clients
- 3,458
- Avg AUM / client
- $246K
- Accounts
- 8,347
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,255 | $500M | 58.8% |
| High net worth individuals | 167 | $289M | 34.0% |
| Pension and profit sharing plans | 24 | $53.6M | 6.3% |
| Charitable organizations | 5 | $1.8M | 0.21% |
| Corporations and other businesses | 7 | $6.0M | 0.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bloomington Medical Services, Llc 401(k) Plan Bloomington Medical Services, Llc | 2024 | |
| Netjets Aviation, Inc. 401(k) Retirement Plan Netjets Aviation, Inc. | 2024 | |
| Netjets Inc. 401(k) Plan Netjets Inc. | 2024 | |
| Tahoma Enterprises, Inc. 401(k) Profit Sharing Plan Tahoma Enterprises, Inc. | 2024 | |
| Main Street Bank Combined 401(k) Plan Main Street Bank Corp. | 2024 |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Emmons, Ryan, J. | Member | Mar 2014 (12y) | 5% – 10% | |
| Matthew Gerald Harris | Member | Mar 2014 (12y) | 5% – 10% | |
| Vanderzyden, Chris, G | Member | Mar 2014 (12y) | 25% – 50% | |
| John Mark Collier Young | President/Chief Investment Officer | CFP Chartered Financial Consultant | Mar 2017 (9y) | 25% – 50% |
| Buckwalter, Seth, William | Member | Jan 2022 (5y) | 5% – 10% | |
| Taylor, Kelly, Frances | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Andrew T Young | Registered representative | Jan 2020 (7y) | ||
| Jacob Scott Buckwalter | Registered representative | Dec 2020 (6y) | ||
| Logan Michael Doup | Registered representative | CFP | Jan 2022 (5y) | |
| Drew Thomas Hodgson | Registered representative | CFP | Oct 2022 (4y) | |
| Nicholas S Allen | Registered representative | Oct 2022 (4y) | ||
| David A Gearhart | Registered representative | Apr 2024 (2y) | ||
| Joseph I Mains | Registered representative | Sep 2024 (2y) | ||
| Benjamin Michael Allen | Registered representative | Sep 2024 (2y) | ||
| Kage D Rush | Registered representative | Sep 2024 (2y) | ||
| Mica Dauch | Registered representative | Oct 2024 (2y) | ||
| Ethan Ronald Barry | Registered representative | Oct 2024 (2y) | ||
| Joseph Wade Browning | Registered representative | Oct 2024 (2y) | ||
| Timothy P Hilterman | Registered representative | CFP | Dec 2024 (2y) | |
| Clay P Reynolds | Registered representative | Aug 2025 (1y) | ||
| Jonah D Kearns | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bloomington Medical Services, Llc 401(k) Plan | Bloomington Medical Services, Llc | 174 | $13.3M | 01/01/2024 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation, Inc. | 4,042 | $2.5B | 01/01/2024 |
| Netjets Inc. 401(k) Plan | Netjets Inc. | 3,191 | $836M | 01/01/2024 |
| Tahoma Enterprises, Inc. 401(k) Profit Sharing Plan | Tahoma Enterprises, Inc. | 115 | $4.6M | 01/01/2024 |
| Main Street Bank Combined 401(k) Plan | Main Street Bank Corp. | 164 | $8.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SELECTION OF OTHER ADVISERS FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $647M (76% of AUM) Jun 2026
- Fidelity Brokerage Services $111M (13% of AUM) Jun 2026
- Mid Atlantic Capital Corporation $22.2M (13% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗