RIA Intel›Advisers›California›MEYERS, DAVID SETH

MEYERS, DAVID SETH

Advisory

PALO ALTO, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA

#2,846

of 5,480 advisers by AUM

Average account

$600K

across 160 accounts

AUM per adviser

$96M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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