WHITAKER-MYERS WEALTH MANAGERS, LTD.

MANSFIELD, OH

(330) 345-5000

SEC #801-118404

Total AUM

$850.6M

Employees

Clients

3,458

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

1485 LEXINGTON AVE.
MANSFIELD
OH 44907
United States

Operating Hours

8:00 AM-5:00 PM
Monday - Friday

Phone

(330) 345-5000

Other Offices

Financials

Total AUM

$850.6M

Accounts

8,347

Discretionary

$793.7M

Accounts

8,005

Non-Discretionary

$56.9M

Accounts

342

Clients

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Individual Clients

3,255

AUM

$500.1M

HNW Individual Clients

167

AUM

$289.2M

Pension/Profit Sharing Plan Clients

AUM

$53.6M

Charitable Organization Clients

AUM

$1.8M

Corporation or Business Clients

AUM

$6M

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting

Other Services

ESTATE PLANNING, BILL PAY SERVICES

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

SELECTION OF OTHER ADVISERS FEES

Compliance

Disclosures

None reported

State Registrations

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Affiliates

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Affiliates

Reported 5 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.