Timothy Edward Meyer
Investment adviser representative at Advisor Share Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
$376.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Advisor Share Wealth Management, LLCJun 2023 to now
- Engineered Financial SolutionsAug 2020 to now
- Self EmployedMay 2001 to now
- Redwood Private Wealth, LLCApr 2023 to Jun 2023
- Fusion Capital ManagementMay 2020 to Apr 2023
- Virtue Capital Management, LLCNov 2019 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4503408
- Firm CRD
- 307997