Meyers Wealth Management, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 860
- Avg AUM / client
- $2.2M
- Accounts
- 860
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 477 | $133M | 6.91% |
| High net worth individuals | 325 | $1.6B | 85.2% |
| Pension and profit sharing plans | 33 | $102M | 5.27% |
| Charitable organizations | 8 | $37.7M | 1.96% |
| Corporations and other businesses | 17 | $13.4M | 0.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Santmyer Companies, Inc. 401(k) Profit Sharing Plan Santmyer Companies, Inc. | 2024 | |
| Arise Industrial Manufacturing 401(k) Plan Arise Industrial Manufacturing | 2024 | |
| Thrive Companies 401(k) Plan Thrive Companies | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew David Meyers | Owner/Chief Compliance Officer/Investment Advisor Representative/ Cima/ Cpa | Jul 2017 (9y) | 10% – 25% | |
| Robert David Meyers | Owner, Investment Advisor Representative And Cima | Jul 2017 (9y) | 25% – 50% | |
| Martin Matthew Meyers | Owner/Cfp/Investment Advisor Representative | CFP | Jan 2018 (9y) | 10% – 25% |
| Alexandra Marie Buehler | Owner/Investment Advisor Representative | Apr 2020 (6y) | 10% – 25% | |
| Natalie Braun | Owner/ Investment Advisor Representative | Jul 2022 (4y) | 5% – 10% | |
| Karen Elizabeth Kehres | Registered representative | Oct 2017 (9y) | ||
| Patrick Adam Doss | Registered representative | Jan 2018 (9y) | ||
| Benjamin Wade Melnick | Registered representative | Jan 2019 (8y) | ||
| Abigail Meyers | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 40% 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 (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Santmyer Companies, Inc. 401(k) Profit Sharing Plan | Santmyer Companies, Inc. | 104 | $5.8M | 01/01/2024 |
| Arise Industrial Manufacturing 401(k) Plan | Arise Industrial Manufacturing | 272 | $8.9M | 01/01/2024 |
| Thrive Companies 401(k) Plan | Thrive Companies | 151 | $4.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: BETWEEN 02/2016 AND 10/2017, WHILE AT WELLS FARGO, AND WITHOUT COMPENSATION, ROBERT MEYERS PARTICIPATED IN PRIVATE SECURITIES TRANSACTIONS BY FACILITATING &RECOMMENDING PRIVATE EQUITY INVESTMENTS TO 26 FIRM CLIENTS WITHOUT OBTAINING WRITTEN APPROVAL FROM WELLS FARGO IN VIOLATION OF FINRA RULES 3280 AND 2010. Status: Final Summary: SUSPENSION ENDED NOVEMBER 3, 2020. FINE PAID.
Allegations: BETWEEN 02/2016 AND 10/2017, WHILE AT WELLS FARGO, AND WITHOUT COMPENSATION, ROBERT MEYERS PARTICIPATED IN PRIVATE SECURITIES TRANSACTIONS BY FACILITATING & RECOMMENDING PRIVATE EQUITY INVESTMENTS TO 26 FIRM CLIENTS WITHOUT OBTAINING WRITTEN APPROVAL FROM WELLS FARGO IN VIOLATION OF FINRA RULES 3280 AND 2010. Status: Final Sanction Detail: SANCTION DETAIL: SUSPENSION DURATION IS FOR 12 MONTHS BEGINNING 11/04/2019 THROUGH 11/03/2020 Summary: ACTION STATUS SUMMARY: SUSPENSION ENDS NOVEMBER 3, 2020. FINE PAID.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (82% of AUM) May 2026
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: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗