Whitaker-Myers Wealth Managers, Ltd.
Firm details
- Headquarters
- Mansfield, Ohio
- CRD number
- 286093
- Registered since
- April 9, 2020
- Website
- whitaker-myers.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals58.79%
- HNWI34%
- Pension & Profit Sharing Plans6.3%
- Corporations / Businesses0.7%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Whitaker-Myers Wealth Managers, Ltd. is an independent, individual-owned RIA that registered with the SEC in 2020. The firm serves both individual & family clients and institutional accounts, positioning itself as a capital allocator that combines financial planning with portfolio management, pension consulting and the selection of outside advisers. Its fee arrangements are flexible and include asset-based fees, hourly billing, fixed fees and other structures. The firm reports relationships with accounting and insurance firms as industry affiliates and does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 4
Timothy Hilterman
Chief Financial Planning OfficerCRD 5715595
John-mark Young
President, Chief Investment OfficerCRD 5523862
Kelly Taylor
Chief Compliance OfficerCRD 7487693
Contacts
3 of 16
Matthew Harris
Financial AdvisorCRD 3116683
Chris Vanderzyden
PresidentCRD 6762880
Ryan Emmons
PresidentCRD 6762881
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$571M in ETFs
83%
$474M
7%
$97.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | VanEck | Passive | Large Blend | $47.8M | 452,541 | 8.38% |
Location
Mansfield, OH
Richland
Location
Mansfield, OH
Headquartered in Mansfield, OH, anchoring the Mansfield-Ashland-Bucyrus, OH metro in the Midwest.
- Metro area
- Mansfield-Ashland-Bucyrus, OH
- Region
- Midwest
- County
- Richland
- Address
- 1485 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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