MEYERS WEALTH MANAGEMENT

Overview

Meyers Wealth Management is an independent, sole-proprietorship registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm charges clients a percentage of assets under management and also offers hourly engagements for planning work. Its publicly reported activity shows a clear tilt toward publicly traded equities as the primary vehicle for client portfolios; the adviser manages all assets on a discretionary basis and uses custody relationships (primarily Charles Schwab & Co., Inc.) to hold client positions. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser in the filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices