MERIWETHER FAMILY OFFICE, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
PORTLAND, Oregon
CRD number
166010
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Meriwether Family Office, LLC presents itself as a family office-style advisory vehicle that focuses on allocating capital through third-party managers rather than running a broad in-house investment platform. Its primary advisory activity is the selection of other advisers, which indicates the firm acts as a capital allocator—sourcing external fund managers and strategies for clients or the household it serves. The firm reports a fee structure labeled "Other" and is not identified as an active ESG investor. The firm’s classification is unclassified and it operates as a limited liability company. While the name and advisory activity align with family office services, the public record emphasizes manager selection and third-party allocations rather than direct portfolio management across many asset classes.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • MARK BLAKE

    Managing DirectorCRD 2301418

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PORTLAND, OR

MULTNOMAH

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
MULTNOMAH
Address
2001 NW 19th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth