MEYERS FINANCIAL SERVICES

MEYERS FINANCIAL SERVICES of SONOMA, CA is an SEC-registered investment adviser (CRD 136624). Regulatory assets under management: $28.4M.

Registration

• CRD: 136624
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136624 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search