Meyers Wealth Management, LLC

Meyers Wealth Management, LLC (CRD# 289801) is a financial advisory firm headquartered in Columbus, OH. They manage $1,312,100,000 in 690 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,312
    MILLION
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $1,901,594
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, IN, KY, MA, MD, MI, NC, NY, OH, OR, PA, SC, TN, TX, WA, WI

Financial Advisors at Meyers Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Patrick A. Doss
CRD#: 4314289
4100 Horizons Drive, Suite 101, Columbus, OH 43220

Patrick Doss (CRD# 4314289) is an Investment Advisor Representative working at Meyers Wealth Management, LLC in Columbus, OH and has over 5 years of experience in the finance industry.

2
Karen E. Kehres
CRD#: 2897936
4100 Horizons Drive, Suite 101, Columbus, OH 43220

Karen Kehres (CRD# 2897936) is an Investment Advisor Representative working at Meyers Wealth Management, LLC in Columbus, OH and has over 19 years of experience in the finance industry.

3
Benjamin W. Melnick
CRD#: 6594976
4100 Horizons Drive, Suite 101, Columbus, OH 43220

Benjamin Melnick (CRD# 6594976) is an Investment Advisor Representative working at Meyers Wealth Management, LLC in Columbus, OH and has over 5 years of experience in the finance industry.

4
Martin M. Meyers
CRD#: 2975408
4100 Horizons Drive, Suite 101, Columbus, OH 43220

Martin Meyers (CRD# 2975408) is an Investment Advisor Representative working at Meyers Wealth Management, LLC in Columbus, OH and has over 26 years of experience in the finance industry.

5
Matthew D. Meyers
CRD#: 6582758
4100 Horizons Drive, Suite 101, Columbus, OH 43220

Matthew Meyers (CRD# 6582758) is an Investment Advisor Representative working at Meyers Wealth Management, LLC in Columbus, OH and has over 8 years of experience in the finance industry.

6
Robert D. Meyers
CRD#: 1409245
Kiawah Island, SC

Robert Meyers (CRD# 1409245) is an Investment Advisor Representative working at Meyers Wealth Management, LLC in Kiawah Island, SC and has over 38 years of experience in the finance industry.

7
Alexandra M. Buehler
CRD#: 7188546
4100 Horizons Drive, Suite 101, Columbus, OH 43220

Alexandra Buehler (CRD# 7188546) is an Investment Advisor Representative working at Meyers Wealth Management, LLC in Columbus, OH and has over 4 years of experience in the finance industry.

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