Meriwether Wealth & Planning, LLC
● SEC registered since 2021CRD 310713SEC# 801-120142Minden, LA
Reg. AUM
$308.9M
Employees
8
Accounts
1,381
Location
Minden, LA
Meriwether Wealth & Planning, LLC assets under management
Meriwether Wealth & Planning, LLC is an investment advisory firm registered with the SEC based in Minden, LA. The firm has been registered since 2021. It reports $308.9 million in regulatory assets under management and employs 8 people.
Meriwether Wealth & Planning, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew M Pendergrass Control | Member | 25-50% | 2023 |
| Caron Flynn Humphreys | Member | 5-10% | 2020 |
| Jeremy Ty Pendergrass Control | Managing Member & Chief Compliance Officer | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Meriwether Wealth & Planning, LLC manage?
Meriwether Wealth & Planning, LLC reports $308.9 million in regulatory assets under management on its Form ADV.
How many employees does Meriwether Wealth & Planning, LLC have?
Meriwether Wealth & Planning, LLC reports 8 employees.
Where is Meriwether Wealth & Planning, LLC located?
Meriwether Wealth & Planning, LLC is based in Minden, LA and has been SEC-registered since 2021.
Does Meriwether Wealth & Planning, LLC disclose fund performance?
Meriwether Wealth & Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Broadway St, Minden, LA 71055 |
| Phone | 318-377-1803 |
| Fax | 318-639-9105 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$308.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$308.9Mregulatory AUM
Discretionary $308.9M