PlanOptica

Filings through .

Meyers Wealth Management

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served1-1 YoYRank #3339 of mapped providers
Assets under administration$10M0.0%Rank #11261 by share of filed assets
Fees received$44,695Median $44,695/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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