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WHITAKER-MYERS WEALTH MANAGERS, LTD.

MANSFIELD, OH · CRD 286093 · IAPD ↗ · whitaker-myers.com · (330) 345-5000

$850.6MRegulatory AUM
10Advisory reps
30Employees
0Clients
1-10Planning clients
0Private funds
32States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — WHITAKER-MYERS WEALTH MANAGERS, LTD. shrank from 14 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
July 2025 — WHITAKER-MYERS WEALTH MANAGERS, LTD. notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — WHITAKER-MYERS WEALTH MANAGERS, LTD. added office(s): 24 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — WHITAKER-MYERS WEALTH MANAGERS, LTD. reported RAUM up 39% ($513.0M -> $713.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
March 2025 — WHITAKER-MYERS WEALTH MANAGERS, LTD. notice-filed in MN, UT, VT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — WHITAKER-MYERS WEALTH MANAGERS, LTD. added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
September 2024 — WHITAKER-MYERS WEALTH MANAGERS, LTD. notice-filed in AR, CO, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — WHITAKER-MYERS WEALTH MANAGERS, LTD. added office(s): 22 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
September 2024 — WHITAKER-MYERS WEALTH MANAGERS, LTD. grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2024 — WHITAKER-MYERS WEALTH MANAGERS, LTD. notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — WHITAKER-MYERS WEALTH MANAGERS, LTD. notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — WHITAKER-MYERS WEALTH MANAGERS, LTD. crossed $500M in regulatory AUM ($313.3M -> $513.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
February 2024 — WHITAKER-MYERS WEALTH MANAGERS, LTD. notice-filed in NM, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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