WHITAKER-MYERS WEALTH MANAGERS, LTD.
CRD #286093 SEC #801-118404 MANSFIELD, OH (330) 345-5000
SEC Registered
Total AUM
$713.1M
Discretionary
$618.2M
Employees
24
Clients
1
Accounts
8,041
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $713.1M | $618.2M | $95M | 24 | 0 |
| Nov 2025 | $713.1M | $618.2M | $95M | 25 | 0 |
| Nov 2025 | $713.1M | $618.2M | $95M | 25 | 0 |
| Oct 2025 | $713.1M | $618.2M | $95M | 26 | 0 |
| Sep 2025 | $713.1M | $618.2M | $95M | 31 | 0 |
| Aug 2025 | $713.1M | $618.2M | $95M | 31 | 0 |
| Aug 2025 | $713.1M | $618.2M | $95M | 31 | 0 |
| Jun 2025 | $713.1M | $618.2M | $95M | 30 | 0 |
| Jun 2025 | $713.1M | $618.2M | $95M | 29 | 0 |
| Apr 2025 | $713.1M | $618.2M | $95M | 30 | 0 |
| Apr 2025 | $713.1M | $618.2M | $95M | 32 | 0 |
| Mar 2025 | $713.1M | $618.2M | $95M | 33 | 0 |
| Feb 2025 | $513M | $432.1M | $80.9M | 33 | 0 |
| Dec 2024 | $513M | $432.1M | $80.9M | 33 | 0 |
| Dec 2024 | $513M | $432.1M | $80.9M | 32 | 0 |
| Oct 2024 | $513M | $432.1M | $80.9M | 32 | 0 |
| Oct 2024 | $513M | $432.1M | $80.9M | 31 | 0 |
| Oct 2024 | $513M | $432.1M | $80.9M | 30 | 0 |
| Oct 2024 | $513M | $432.1M | $80.9M | 29 | 0 |
| Oct 2024 | $513M | $432.1M | $80.9M | 29 | 0 |
| Aug 2024 | $513M | $432.1M | $80.9M | 29 | 0 |
| Jun 2024 | $513M | $432.1M | $80.9M | 22 | 0 |
| May 2024 | $513M | $432.1M | $80.9M | 22 | 0 |
| Apr 2024 | $513M | $432.1M | $80.9M | 24 | 0 |
| Mar 2024 | $513M | $432.1M | $80.9M | 24 | 0 |
| Mar 2024 | $513M | $432.1M | $80.9M | 24 | 0 |
| Feb 2024 | $513M | $432.1M | $80.9M | 24 | 0 |
| Jan 2024 | $313.3M | $194.6M | $118.7M | 22 | 17 |
| Jan 2024 | $313.3M | $194.6M | $118.7M | 22 | 17 |
| Nov 2023 | $313.3M | $194.6M | $118.7M | 22 | 17 |
| Sep 2023 | $313.3M | $194.6M | $118.7M | 22 | 17 |
| Sep 2023 | $313.3M | $194.6M | $118.7M | 22 | 17 |
| Aug 2023 | $313.3M | $194.6M | $118.7M | 22 | 17 |
| Jul 2023 | $313.3M | $194.6M | $118.7M | 22 | 17 |
| Jun 2023 | $313.3M | $194.6M | $118.7M | 18 | 17 |
| May 2023 | $313.3M | $194.6M | $118.7M | 18 | 17 |
| Apr 2023 | $313.3M | $194.6M | $118.7M | 17 | 17 |
| Mar 2023 | $313.3M | $194.6M | $118.7M | 17 | 17 |
| Dec 2022 | $286.8M | $144.5M | $142.3M | 16 | 15 |
| Dec 2022 | $286.8M | $144.5M | $142.3M | 16 | 15 |
| Nov 2022 | $286.8M | $144.5M | $142.3M | 16 | 15 |
| Nov 2022 | $286.8M | $144.5M | $142.3M | 17 | 15 |
| Oct 2022 | $286.8M | $144.5M | $142.3M | 17 | 15 |
| Oct 2022 | $286.8M | $144.5M | $142.3M | 18 | 15 |
| Oct 2022 | $286.8M | $144.5M | $142.3M | 19 | 15 |
| Oct 2022 | $286.8M | $144.5M | $142.3M | 19 | 15 |
| Aug 2022 | $286.8M | $144.5M | $142.3M | 20 | 15 |
| Jul 2022 | $286.8M | $144.5M | $142.3M | 21 | 15 |
| Jul 2022 | $286.8M | $144.5M | $142.3M | 22 | 15 |
| Apr 2022 | $286.8M | $144.5M | $142.3M | 22 | 15 |
| Mar 2022 | $286.8M | $144.5M | $142.3M | 22 | 15 |
| Mar 2022 | $286.8M | $144.5M | $142.3M | 22 | 15 |
| Mar 2022 | $286.8M | $144.5M | $142.3M | 22 | 15 |
| Mar 2022 | $286.8M | $144.5M | $142.3M | 22 | 15 |
| Mar 2022 | $286.8M | $144.5M | $142.3M | 22 | 15 |
| Feb 2022 | $286.8M | $144.5M | $142.3M | 22 | 15 |
| Feb 2022 | $286.8M | $144.5M | $142.3M | 22 | 15 |
| Feb 2022 | $173.7M | $51M | $122.7M | 22 | 0 |
| Jan 2022 | $173.7M | $51M | $122.7M | 23 | 0 |
| Jan 2022 | $173.7M | $51M | $122.7M | 23 | 0 |
| Dec 2021 | $173.7M | $51M | $122.7M | 19 | 0 |
| Nov 2021 | $173.7M | $51M | $122.7M | 19 | 0 |
| Nov 2021 | $173.7M | $51M | $122.7M | 19 | 0 |
| Nov 2021 | $173.7M | $51M | $122.7M | 19 | 0 |
| Sep 2021 | $173.7M | $51M | $122.7M | 18 | 0 |
| Sep 2021 | $173.7M | $51M | $122.7M | 18 | 0 |
| Aug 2021 | $173.7M | $51M | $122.7M | 16 | 0 |
| Aug 2021 | $173.7M | $51M | $122.7M | 16 | 0 |
| Aug 2021 | $173.7M | $51M | $122.7M | 16 | 0 |
| Jul 2021 | $173.7M | $51M | $122.7M | 16 | 0 |
| Jul 2021 | $173.7M | $51M | $122.7M | 16 | 0 |
| Jun 2021 | $173.7M | $51M | $122.7M | 16 | 0 |
| Jun 2021 | $173.7M | $51M | $122.7M | 15 | 0 |
| Jun 2021 | $173.7M | $51M | $122.7M | 10 | 0 |
| May 2021 | $173.7M | $51M | $122.7M | 10 | 0 |
| Mar 2021 | $173.7M | $51M | $122.7M | 9 | 0 |
| Mar 2021 | $102.2M | $18.3M | $83.9M | 9 | 0 |
| Feb 2021 | $102.2M | $18.3M | $83.9M | 8 | 0 |
| Dec 2020 | $102.2M | $18.3M | $83.9M | 8 | 0 |
| Dec 2020 | $102.2M | $18.3M | $83.9M | 7 | 0 |
| Dec 2020 | $102.2M | $18.3M | $83.9M | 7 | 0 |
| Sep 2020 | $102.2M | $18.3M | $83.9M | 7 | 0 |
| Jun 2020 | $102.2M | $18.3M | $83.9M | 6 | 0 |
| May 2020 | $102.2M | $18.3M | $83.9M | 6 | 0 |
| May 2020 | $102.2M | $18.3M | $83.9M | 6 | 0 |
| Apr 2020 | $102.2M | $18.3M | $83.9M | 6 | 0 |
| Apr 2020 | $102.2M | $18.3M | $83.9M | 6 | 0 |
| Mar 2020 | $102.2M | $18.3M | $83.9M | 6 | 0 |
| Mar 2020 | $102.2M | $18.3M | $83.9M | 6 | 0 |
DateDec 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees24
Clients0
DateNov 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees25
Clients0
DateNov 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees25
Clients0
DateOct 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees26
Clients0
DateSep 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees31
Clients0
DateAug 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees31
Clients0
DateAug 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees31
Clients0
DateJun 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees30
Clients0
DateJun 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees29
Clients0
DateApr 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees30
Clients0
DateApr 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees32
Clients0
DateMar 2025
Total AUM$713.1M
Discretionary$618.2M
Non-Disc.$95M
Employees33
Clients0
DateFeb 2025
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees33
Clients0
DateDec 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees33
Clients0
DateDec 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees32
Clients0
DateOct 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees32
Clients0
DateOct 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees31
Clients0
DateOct 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees30
Clients0
DateOct 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees29
Clients0
DateOct 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees29
Clients0
DateAug 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees29
Clients0
DateJun 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees22
Clients0
DateMay 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees22
Clients0
DateApr 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees24
Clients0
DateMar 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees24
Clients0
DateMar 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees24
Clients0
DateFeb 2024
Total AUM$513M
Discretionary$432.1M
Non-Disc.$80.9M
Employees24
Clients0
DateJan 2024
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees22
Clients17
DateJan 2024
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees22
Clients17
DateNov 2023
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees22
Clients17
DateSep 2023
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees22
Clients17
DateSep 2023
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees22
Clients17
DateAug 2023
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees22
Clients17
DateJul 2023
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees22
Clients17
DateJun 2023
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees18
Clients17
DateMay 2023
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees18
Clients17
DateApr 2023
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees17
Clients17
DateMar 2023
Total AUM$313.3M
Discretionary$194.6M
Non-Disc.$118.7M
Employees17
Clients17
DateDec 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees16
Clients15
DateDec 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees16
Clients15
DateNov 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees16
Clients15
DateNov 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees17
Clients15
DateOct 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees17
Clients15
DateOct 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees18
Clients15
DateOct 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees19
Clients15
DateOct 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees19
Clients15
DateAug 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees20
Clients15
DateJul 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees21
Clients15
DateJul 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees22
Clients15
DateApr 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees22
Clients15
DateMar 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees22
Clients15
DateMar 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees22
Clients15
DateMar 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees22
Clients15
DateMar 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees22
Clients15
DateMar 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees22
Clients15
DateFeb 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees22
Clients15
DateFeb 2022
Total AUM$286.8M
Discretionary$144.5M
Non-Disc.$142.3M
Employees22
Clients15
DateFeb 2022
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees22
Clients0
DateJan 2022
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees23
Clients0
DateJan 2022
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees23
Clients0
DateDec 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees19
Clients0
DateNov 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees19
Clients0
DateNov 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees19
Clients0
DateNov 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees19
Clients0
DateSep 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees18
Clients0
DateSep 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees18
Clients0
DateAug 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees16
Clients0
DateAug 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees16
Clients0
DateAug 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees16
Clients0
DateJul 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees16
Clients0
DateJul 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees16
Clients0
DateJun 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees16
Clients0
DateJun 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees15
Clients0
DateJun 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees10
Clients0
DateMay 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees10
Clients0
DateMar 2021
Total AUM$173.7M
Discretionary$51M
Non-Disc.$122.7M
Employees9
Clients0
DateMar 2021
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees9
Clients0
DateFeb 2021
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees8
Clients0
DateDec 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees8
Clients0
DateDec 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees7
Clients0
DateDec 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees7
Clients0
DateSep 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees7
Clients0
DateJun 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees6
Clients0
DateMay 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees6
Clients0
DateMay 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees6
Clients0
DateApr 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees6
Clients0
DateApr 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees6
Clients0
DateMar 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees6
Clients0
DateMar 2020
Total AUM$102.2M
Discretionary$18.3M
Non-Disc.$83.9M
Employees6
Clients0