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)

MinMaxMarginal 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 AssetsAnnual FeesAverage 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 2 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. 3