MERIWETHER WEALTH & PLANNING, LLC
Adviser information for MERIWETHER WEALTH & PLANNING, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Louisiana, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,166 | $219.8M |
| Non-Discretionary | 0 | $0 |
| Total | 1,166 | $219.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 468 | $91.2M |
| HNW Individuals | 51 | $116.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 9 | $12.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120142 |
|---|---|
| SEC ERA File Number | 801-120142 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310713 |
| Legal Entity Identifier | None |
Principal Office
1000 BROADWAY STMINDEN
LA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 318-377-1803, Fax: 318-639-9105
Chief Compliance Officer
JEREMY PENDERGRASS
MANAGING MEMBER AND CCO
1000 BROADWAY ST
MINDEN
LA
United States
Tel:
318-377-1803
Fax:
318-639-9105
J*****@*************M
(Full email address available in API data)
Regulatory Contact
MARK GREEN
PLANNING SPECIALIST
1000 BROADWAY STREET
MINDEN
LA
United States
Tel:
3183771803
M***@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Pendergrass, Jeremy, Ty | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 12/2020 | 25-50% |
| Campbell, Tracy, Lynn | Individual | – | MANAGING MEMBER | 03/2023 | 25-50% |
| PENDERGRASS, ANDREW, M | Individual | – | MANAGING MEMBER | 03/2023 | 25-50% |
| HUMPHREYS, CARON, FLYNN | Individual | – | MEMBER | 12/2020 | 5-10% |