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Whitaker-Myers Wealth Managers, Ltd.

● SEC registered since 2020CRD 286093SEC# 801-118404Mansfield, OH
Export (members)
Reg. AUM
$713.1M
Employees
31
Accounts
8,041
Location
Mansfield, OH

Whitaker-Myers Wealth Managers, Ltd. assets under management

Whitaker-Myers Wealth Managers, Ltd. is an investment advisory firm registered with the SEC based in Mansfield, OH. The firm has been registered since 2020. It reports $713.1 million in regulatory assets under management and employs 31 people.
www.whitaker-myers.comView on SEC.gov ↗

Whitaker-Myers Wealth Managers, Ltd. owners & executives

6 reported
NameTitleOwnershipSince
Chris G Vanderzyden ControlMember25-50%2014
John-Mark Collier Young ControlPresident/Chief Investment Officer25-50%2021
Kelly Frances Taylor ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Whitaker-Myers Wealth Managers, Ltd. manage?

Whitaker-Myers Wealth Managers, Ltd. reports $713.1 million in regulatory assets under management on its Form ADV.

How many employees does Whitaker-Myers Wealth Managers, Ltd. have?

Whitaker-Myers Wealth Managers, Ltd. reports 31 employees.

Where is Whitaker-Myers Wealth Managers, Ltd. located?

Whitaker-Myers Wealth Managers, Ltd. is based in Mansfield, OH and has been SEC-registered since 2020.

Does Whitaker-Myers Wealth Managers, Ltd. disclose fund performance?

Whitaker-Myers Wealth Managers, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1485 Lexington Ave., Mansfield, OH 44907
Phone(330) 345-5000
Fax(330)345-7409
Office hours8:00 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$618.2M
Non-discretionary$95M
Total (RAUM)$713.1M