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David Seth Meyers

Meyers Wealth Management

Palo Alto, CA

CRD 3202058

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Employer firm

Meyers Wealth Management CRD 148734

$96.0M regulatory AUM 40 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Meyers Wealth Management

2211 Park Blvd, Palo Alto, CA 94306 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-04
  • CA RA
    APPROVED
    Since 2025-09-04

Branch Locations

2211 Park Blvd, Palo Alto, CA 94306 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
David S. Meyers D/B/A Meyers Wealth Management Palo Alto CA 10/2008 Present
  • 10/2008 → Present
    David S. Meyers D/B/A Meyers Wealth Management
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-03
  • S65 Uniform Investment Adviser Law Examination
    2008-10-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
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Nearby Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA

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