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MEYER FINANCIAL ADVISORS, INC.

CRD 293388

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$22.6M

Discretionary AUM

$22.6M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-10

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals9$3.5M
High net worth individuals6$19.1M

All web addresses on file

Official SEC filing: View on IAPD