The WHITAKER-MYERS WEALTH MANAGERS is a privately held investment adviser that advises $850.61mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WHITAKER-MYERS WEALTH MANAGERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 389.74% over the last 5-years.
The Group has been registered with the SEC for 6.31 years and is comprised of 1 filing and 0 relying advisers. They operate out of 20 office locations with their Headquarters at 1485 LEXINGTON AVE., MANSFIELD, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 10 investment and 20 non-investment staff. The total number of Employees increased by 87.5% over the last 5-years.
Their $850.61mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 36 other accounts. Assets of Individuals clients own $500.07mn or 58.79% of Total Assets and High Net Worth Individuals own $289.19mn or 34% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
WHITAKER-MYERS WEALTH MANAGERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.