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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MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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