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MEYER GATES FINANCIAL ADVISORS, INC

WEST CHESTER, OH · CRD 125046 · IAPD ↗ · meyergates.com · 937-220-4915

$168.7MRegulatory AUM
6Advisory reps
6Employees
8Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
May 2026 — MEYER GATES FINANCIAL ADVISORS, INC now reports custody of client assets ($30.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
May 2024 — MEYER GATES FINANCIAL ADVISORS, INC (WEST CHESTER, OH) is newly SEC-registered with $142.0M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.