Overview
Assets Under Management: $1.6 billion
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 251
Average Client Assets: $5 million
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Fee Structure
Primary Fee Schedule (MEYERS WEALTH MANAGEMENT, LLC - FIRM BROCHURE)
| Min | Max | Marginal Fee Rate |
| $0 |
$250,000
|
2.00%
|
| $250,001 |
$750,000
|
1.50%
|
| $750,001 |
$1,500,000
|
1.25%
|
| $1,500,001 |
$5,000,000
|
1.00%
|
| $5,000,001 |
and above
|
Negotiable
|
Illustrative Fee Rates
| Total Assets | Annual Fees | Average Fee Rate |
| $1 million |
$15,625 |
1.56% |
| $5 million |
$56,875 |
1.14% |
| $10 million |
Negotiable |
Negotiable |
| $50 million |
Negotiable |
Negotiable |
| $100 million |
Negotiable |
Negotiable |
Clients
Number of High-Net-Worth Clients: 251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.39
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 728
Discretionary Accounts: 707
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 289801
Filing ID: 2009662
Last Filing Date: 2025-08-14 14:32:00
Website: https://meyerswealthmgmt.com
Form ADV Documents
Additional Brochure: FORM ADV PART 2B- SUPPLEMENTAL BROCHURE FOR NATALIE BRAUN (2025-08-14)
View Document Text
Item 1: Cover Page
This brochure supplement provides information about Natalie M. Braun (Meyers) that supplements
the Meyers Wealth Management, LLC's firm Brochure. You should have received a copy of that
brochure. Please contact Matthew Meyers, Chief Compliance Officer, if you did not receive a copy
of the Meyers Wealth Management, LLC's firm Brochure or if you have any questions about the
content of this supplement. Additional information about Natalie M. Braun (Meyers) is also
available on the Securities and Exchange Commission's website at www.adviserinfo.sec.gov. You
may also call 614-442-6787 or send an email to Matthew Meyers, Chief Compliance Officer, at the
following email address: Matthew@meyerswealthmgmt.com.
Form ADV Part 2B
Supplemental Brochure
Meyers Wealth Management, LLC
Form ADV, Part 2B – Individual Disclosure Brochure
For
Natalie M. Braun (Meyers)
Owner & Investment Advisor Representative
CRD No. 7559873
Main Office:
Meyers Wealth Management, LLC
4100 Horizons Drive, Suite 101
Columbus, Ohio 43220
Tele: 614-442-6787
Mobile: 614-915-5159
Email: Natalie@meyerswealthmgmt.com
Website: https://meyerswealthmgmt.com
Date: August 14th, 2025
Form ADV Part 2B – Supplemental Brochure
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Natalie M. Braun (Meyers)
NAME:
05/1995
BORN:
TITLE:
Investment Advisor Representative of
Meyers Wealth Management, LLC
EDUCATION:
Bachelor’s Degree in Finance – June 2017
Loyola University, Chicago, Illinois
EXAMINATIONS / LICENSES: Series 65- Uniform Investment Adviser Law Examination
BUSINESS BACKGROUND
Employer
Title
Dates
08/2025 – PRESENT
Meyers Wealth Management, LLC
Columbus, Ohio
Investment Advisor
Representative
Associate
03/2022 – 08/2025
Meyers Wealth Management, LLC
Columbus, Ohio
Portfolio Manager
06/2019 – 03/2022
Huntington National Bank
Columbus, Ohio
Analyst
06/2017 – 06/2019
JP Morgan Chase
Columbus, Ohio
Student
08/2013 – 06/2017
School
Chicago, Illinois
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Form ADV Part 2B – Supplemental Brochure
ITEM 3: DISCIPLINARY INFORMATION
There are no legal or disciplinary events that are material to a Client’s or prospective Client’s
evaluation of this advisory business.
ITEM 4: OTHER BUSINESS ACTIVITIES
Natalie Braun is not involved with any other business activities.
ITEM 5: ADDITIONAL COMPENSATION
Ms. Natalie Braun does not receive any economic benefit from any person, company, or
organization, in exchange for providing Clients advisory services through Meyers Wealth
Management, LLC other than her compensation paid by the Company, i.e., salary and/or bonuses.
ITEM 6: SUPERVISION
Ms. Natalie Braun is supervised by Matthew D. Meyers, Chief Compliance Officer.
Matthew Meyers supervises all duties and activities of Ms. Natalie Braun. Her contact information
is on the cover page of this disclosure document. Ms. Braun adheres to all required regulations
regarding the activities of an Investment Adviser Representative and follows all policies and
procedures outlined in the Company’s policies and procedures manual, including the Code of
Ethics, and appropriate securities regulatory requirements.
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