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Bank / Wealth / TrustRIA · CRD 289801

Updated:

Meyers Wealth Management

Meyers Wealth Management was established in 2017 as a registered investment advisor headquartered in Columbus, Ohio. The firm serves individuals,...

Overview

Meyers Wealth Management was established in 2017 as a registered investment advisor headquartered in Columbus, Ohio. The firm serves individuals, high-net-worth individuals, and various business entities. It does not publicly disclose a family wealth origin or a single-family anchor client. The firm lists financial planning and portfolio analysis as its core services on its website. No asset-class mix, stage coverage, or named portfolio holdings are publicly disclosed. Geographic focus appears limited to its Midwest base, though no specific regions or countries are stated. No team-size or aggregate deployment figures are publicly available. There is no public record of additional offices, adjacent philanthropic vehicles, operating businesses, or co-investor clubs. The firm has not published any dated operational events within the last 24 months. Structurally, the practice is distinct from the institutional-grade family offices and allocators tracked by Altss — it reads as a retail-focused RIA building a local client book through standard advisory services, not a platform for proprietary deal flow, direct investing, or multi-generational wealth transfer.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

Location

Region

North America

Country

United States

City

Columbus

Corporate office

Columbus, OH, United States

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