Whitaker-Myers Wealth Managers, Ltd.
● SEC registered since 2020CRD 286093SEC# 801-118404Mansfield, OH
Reg. AUM
$850.6M
Employees
30
Accounts
8,347
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 $850.6 million in regulatory assets under management and employs 30 people.
Whitaker-Myers Wealth Managers, Ltd. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chris G Vanderzyden Control | Member | 25-50% | 2014 |
| John-Mark Collier Young Control | President/Chief Investment Officer | 25-50% | 2021 |
| Kelly Frances Taylor Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Whitaker-Myers Wealth Managers, Ltd. manage?
Whitaker-Myers Wealth Managers, Ltd. reports $850.6 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 30 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
| Address | 1485 Lexington Ave., Mansfield, OH 44907 |
| Phone | (330) 345-5000 |
| Fax | (330)345-7409 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$850.6M▲ 66%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$850.6Mregulatory AUM
Discretionary $793.7MNon-discretionary $56.9M