# MEYERS FINANCIAL SERVICES

MEYERS FINANCIAL SERVICES of SONOMA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136624
- Type: SEC-registered investment adviser
- Location: 670 WEST NAPA STREET, SONOMA, CA, 95476-6437
- Phone: 707-935-1124
- Latest filing: 2026-04-09
- Regulatory AUM: $28.4M
- Discretionary AUM: $28.4M
- Clients: 2
- Accounts: 56

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136624/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136624/similar
- Related entities: https://search.stillhousedata.com/firm/136624/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136624

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.