MERIWETHER WEALTH & PLANNING, LLC
Firm details
- Headquarters
- MINDEN, Louisiana
- CRD number
- 310713
- Registered since
- January 14, 2021
- Website
- www.meriwether.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.79%
- Individuals36.89%
- Corporations / Businesses6.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Meriwether Wealth & Planning, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owned by an individual and positions itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its advisory services, as listed in regulatory filings, include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm employs a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — depending on client needs. Meriwether does not identify as an active ESG investor in its disclosures.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities25%
- Cash & Cash Equivalents9%
- State & Local Bonds3%
Contacts
3 of 6Mark Green
Planning SpecialistCRD 8038505
ANDREW PENDERGRASS
Partner, Financial AdvisorCRD 6444601
Tracy Campbell
Director of Client EngagementCRD 7319325
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MINDEN, LA
WEBSTER
Location
MINDEN, LA
Headquartered in MINDEN, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.
- Metro area
- Shreveport-Bossier City-Minden, LA
- Region
- South
- County
- WEBSTER
- Address
- 1000 Broadway St
- Time zone
- CT (UTC-6)
- Office locations
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