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 registered investment adviser formed in 2020 and organized as an LLC. The firm serves both individual and family clients as well as institutional relationships and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Compensation structures are varied: percentage-of-AUM, hourly, fixed fees and other arrangements. The firm does not identify itself as an active ESG investor and is not presented as a multi-state adviser in the snapshot data.
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 4JOHN-MARK YOUNG
President, Chief Investment OfficerCRD 5523862
Kage Rush
Partner and Chief Financial OfficerCRD 7958431
TIMOTHY HILTERMAN
Chief Financial Planning OfficerCRD 5715595
Contacts
3 of 17David Gearhart
Associate, Financial AdvisorCRD 7883871
CHRIS VANDERZYDEN
PresidentCRD 6762880
NICHOLAS ALLEN
Investment Adviser RepresentativeCRD 7628861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$454M in ETFs
92%
$417M
3%
$37.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) | VanEck | Passive | Large Blend | $39.2M | 405,471 | 8.63% |
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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