Overview
Assets Under Management: $263 million
Headquarters: MINDEN, LA
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
MERIWETHER WEALTH & PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310713), MERIWETHER WEALTH & PLANNING, LLC is subject to fiduciary duty under federal law.
MERIWETHER WEALTH & PLANNING, LLC is headquartered in MINDEN, LA.
MERIWETHER WEALTH & PLANNING, LLC serves 57 high-net-worth clients according to their SEC filing dated March 10, 2025. View client details ↓
According to their SEC Form ADV, MERIWETHER WEALTH & PLANNING, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MERIWETHER WEALTH & PLANNING, LLC manages $263 million in client assets according to their SEC filing dated March 10, 2025.
According to their SEC Form ADV, MERIWETHER WEALTH & PLANNING, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,271
Discretionary Accounts: 1,271
Regulatory Filings
CRD Number: 310713
Filing ID: 1954405
Last Filing Date: 2025-03-10 16:23:00
Website: https://meriwether.com