# MEYERS WEALTH MANAGEMENT, LLC

MEYERS WEALTH MANAGEMENT, LLC of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 289801
- Type: SEC-registered investment adviser
- SEC file number: 801-111815
- Location: 5005 HORIZONS DRIVE, SUITE 200, COLUMBUS, OH, 43220
- Phone: 614-442-6787
- Latest filing: 2026-05-06
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $60.1M
- Clients: 10
- Accounts: 860

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (12)

| 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 | — |


## Disclosures (20)

| 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289801/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289801/similar
- Related entities: https://search.stillhousedata.com/firm/289801/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289801

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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.