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MERIWETHER WEALTH & PLANNING, LLC
CRD 310713 · SEC 801-120142
1000 BROADWAY ST, MINDEN, LA, 71055, United States
Phone
318-377-1803
Fax
318-639-9105
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$308.9M
Discretionary AUM
$308.9M
Team
8 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 528 | $114.0M |
| High net worth individuals | 69 | $175.4M |
| Corporations/business entities | 10 | $19.5M |
States served
AR, LA, TX
All web addresses on file
Official SEC filing: View on IAPD