MERIWETHER WEALTH & PLANNING, LLC

1000 Broadway St
Minden, Louisiana 71055
Tel: 318-377-1803

About MERIWETHER WEALTH & PLANNING, LLC

MERIWETHER WEALTH & PLANNING, LLC, formally registered with the SEC as MERIWETHER WEALTH & PLANNING, LLC. The firm was established in 01/14/2021. They have over 2 offices throughout the country.

MERIWETHER WEALTH & PLANNING, LLC is a Minden, Louisiana based Financial Planning firm with nearly $219,777,242 assets under management, offering retirement planning & investment advisory services to 1166 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310713
SEC#	801-120142
Assets Managed by Firm	$219,777,242
No. of Clients	1166
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1166	$219,777,242
Individuals (other than high net worth individuals)	468	$91,237,417
High net worth individuals	51	$116,113,119
Corporations or other businesses	9	$12,426,706

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