WHITAKER-MYERS WEALTH MANAGERS, LTD.
SEC Form ADV profile.
Total regulatory AUM
$850,611,601
Discretionary
$793,748,000
Non-discretionary
$56,863,601
Firm details
- CRD number
- 286093
- SEC file number
- 801-118404
- Main office
- MANSFIELD, OH, United States
- Employees
- 30
- SEC status
- Approved
- Website
- HTTPS://WWW.WHITAKER-MYERS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.