GRANTD WEALTH, INC.

MERRIWETHER INVESTMENTS, INC.

CRD 310908

Visit website

1700 LINCOLN STREET, 46TH FLOOR, DENVER, CO, 80203, United States

Phone

949-416-5343

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$3.3M

Discretionary AUM

$2.9M

Team

4 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-02

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	14	$2.3M
High net worth individuals	4	$981K

All web addresses on file

https://www.linkedin.com/company/merriwether
https://www.investmerriwether.com/

Official SEC filing: View on IAPD