Meyers Wealth Management

EST. AUM
$1,926,800,000

CONTACTS
3

CLIENT ACCOUNTS
860

Firm Details

Metro area Columbus
CRD Number 289801
Website meyerswealthmgmt.com
Client types

Overview

Meyers Wealth Management was established nearly four decades ago by Robert Meyers in Columbus, Ohio. A decade later, his brother, Martin Meyers, joined the firm to enhance the comprehensive financial management services offered to clients. In 2015, Robert's son, Matthew, brought a fresh perspective to the practice, followed by the addition of his eldest daughter, Alexandra Buehler, in 2019, after her transition from public accounting. The Meyers Wealth team manages over $1.1 billion in client assets, with the firm's success rooted in strong family values and the dedication of its passionate team members.

Platform Details

Investment Preferences

Alternative Activity