Meriwether Wealth & Planning, LLC
Meriwether Wealth & Planning, LLC is an SEC-registered mass-market adviser in Minden, LA with $308.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Meriwether Wealth & Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310713, SEC 801-120142, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $308.9M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Minden, LA
- Employees
- 8
- Clients
- 607
- CRD
- 310713
- Ownership
- PENDERGRASS, ANDREW, M; HUMPHREYS, CARON, FLYNN; Pendergrass, Jeremy, Ty; Campbell, Tracy, Lynn; PENDERGRASS, TYRUS, LAMAR
How much AUM does Meriwether Wealth & Planning, LLC have?
Meriwether Wealth & Planning, LLC reported $308.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Meriwether Wealth & Planning, LLC?
Disclosed owners and executives of Meriwether Wealth & Planning, LLC include PENDERGRASS, ANDREW, M, HUMPHREYS, CARON, FLYNN, Pendergrass, Jeremy, Ty, Campbell, Tracy, Lynn, PENDERGRASS, TYRUS, LAMAR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.