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| Meriwether Wealth & Planning LLC
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|---|---|
| CRD # | 310713 |
| SEC # | 801-120142 |
| CIK # | 0002055554 |
| AUM | 308.9 M (2026-03-19) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 318-377-1803 |
| Address | 1000 Broadway St Minden, LA 71055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 4.1 | ||
| Alphabet Inc | 3.3 | ||
| Amazon Com Inc | 2.9 | ||
| Applied Materials Inc /DE | 2.4 | ||
| Microsoft Corp | 2.2 | ||
| Caterpillar Inc | 2.1 | ||
| Apple Inc | 2.1 | ||
| Nvidia Corp | 1.7 | ||
| Priceline Com Inc | 1.7 | ||
| Schwab Charles Corp | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 528 | 114.0 |
| (b) Individuals (high net worth individuals) | 69 | 175.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 19.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,381 | 308.9 |
| By Discretionary | ||
| Discretionary | 1,381 | 308.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,381 | 308.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.9 | |
| Total | 1,381 | 308.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055554] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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