# Myers, Walter L

> Myers, Walter L is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 151436
- Filed as: MYERS, WALTER L
- Legal name: Myers,walter Loving
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151436
- AdvisorCensus page: https://advisorcensus.com/firm/myers-walter-l-151436

## Quick answers

**How is Myers, Walter L compensated?**
On its Form ADV (Item 5.E, October 2026), Myers, Walter L reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Myers, Walter L registered with the SEC or a state?**
Myers, Walter L is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 151436.

**How much does Myers, Walter L manage?**
Myers, Walter L reports $3,328,373 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (0% discretionary).

**What types of clients does Myers, Walter L serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (4).

**Does Myers, Walter L report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151436

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $3,328,373
- Discretionary: $0
- Non-discretionary: $3,328,373

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,233,592 |
| High net worth individuals | 9 | $2,094,781 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Myers, Walter L (CRD 151436): Form ADV filing data as of October 2026.