MEYERS WEALTH MANAGEMENT, LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 289801). Regulatory assets under management: $1.9B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Robert David Meyers | OWNER, INVESTMENT ADVISOR REPRESENTATIVE AND CIMA | — |
| Matthew David Meyers | OWNER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE/ CIMA/ CPA | — |
| Martin Matthew Meyers | OWNER/CFP/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Alexandra Marie Buehler | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Natalie Braun | OWNER; OWNER, INVESTMENT ADVISOR REPRESENTATIVE; OWNER/ INVESTMENT ADVISOR REPRESENTATIVE | — |
| Abigail Meyers | OWNER; OWNER, INVESTMENT ADVISOR REPRESENTATIVE; OWNER/ INVESTMENT ADVISOR REPRESENTATIVE | — |
| MEYERS ROBERT DAVID | CHIEF COMPLIANCE OFFICER/OWNER/INVESTMENT ADVISOR REPRESENTATIVE; OWNER AND INVESTMENT ADVISOR REPRESENTATIVE AND CIMA; OWNER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE (+2 more) | — |
| MEYERS MARTIN MATTHEW | OWNER/CFP/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Meyers Alexandra Marie | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| BUEHLER ALEXANDRA MARIE | OWNER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Meyers Natalie | OWNER/ INVESTMENT ADVISOR REPRESENTATIVE | — |
| BRAUN NATALIE | OWNER/ INVESTMENT ADVISOR REPRESENTATIVE | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2017-11-24 | regulatory | BETWEEN 02/2016 AND 10/2017, WHILE AT WELLS FARGO, AND WITHOUT COMPENSATION, ROBERT MEYERS PARTICIPATED IN PRIVATE SECURITIES TRANSACTIONS BY FACILITATING & RECOMMENDING PRIVATE EQUITY INVESTMENTS TO 26 FIRM CLIENTS WITHOUT OBTAINING WRITTEN APPROVAL FROM WELLS FARGO IN VIOLATION OF FINRA RULES 3280… | Final | $20K |
| 2017-11-24 | civil | BETWEEN 02/2016 AND 10/2017, WHILE AT WELLS FARGO, AND WITHOUT COMPENSATION, ROBERT MEYERS PARTICIPATED IN PRIVATE SECURITIES TRANSACTIONS BY FACILITATING &RECOMMENDING PRIVATE EQUITY INVESTMENTS TO 26 FIRM CLIENTS WITHOUT OBTAINING WRITTEN APPROVAL FROM WELLS FARGO IN VIOLATION OF FINRA RULES 3280… | Final | $20K |