Whitaker-Myers Wealth Managers is an investment advisor in Mansfield with $313.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
465068404
SEC advisor number
801-118404
FINRA CRD number
286093
AUM ?
$313.28 mm
(as of 10 May 23)
Accounts
5,690
(as of 10 May 23)
Employees
18
(11 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM-5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Young, John-mark, Collier | President/chief Investment Officer | 08/2021 | 25-50% |
Harris, Matthew, Gerald | Member | 03/2014 | 5-10% |
Vanderzyden, Chris, G | Member | 03/2014 | 25-50% |
Emmons, Ryan, J. | Member | 03/2014 | 5-10% |
Taylor, Kelly, Frances | Chief Compliance Officer | 01/2022 | < 5% |
Buckwalter, Seth, William | Member | 01/2022 | 5-10% |
Sharratt, Amanda, A | Chief Operations Officer | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jul 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23