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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Meriwether Wealth & Planning LLC
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|---|---|
| CRD # | 310713 |
| SEC # | 801-120142 |
| CIK # | 0002055554 |
| AUM | $263.2 M (2025-03-10) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 318-377-1803 |
| Address | 1000 Broadway St Minden, LA 71055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 4.3 | ||
| Microsoft Corp | 2.8 | ||
| Exxon Mobil Corp | 2.3 | ||
| Alphabet Inc | 2.2 | ||
| Oracle Corp | 2.2 | ||
| Amazon Com Inc | 1.7 | ||
| Priceline Com Inc | 1.7 | ||
| Schwab Charles Corp | 1.6 | ||
| Apple Inc | 1.5 | ||
| Comcast Corp | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 495 | 105.0 |
| (b) Individuals (high net worth individuals) | 57 | 140.3 |
| (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 | 17.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,271 | 263.2 |
| By Discretionary | ||
| Discretionary | 1,271 | 263.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,271 | 263.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.2 | |
| Total | 1,271 | 263.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055554] |
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|---|---|---|
|
Portico Wealth Advisors LLC
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|
CA | 0.3 |
|
Premier Private Wealth LLC
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|
TN | 0.3 |
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Holland Advisory Services Inc
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FL | 0.3 |
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Loyola Asset Management LLC
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FL | 0.3 |
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Eastgate Capital Advisors LLC
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IL | 0.3 |
|
Rademacher Financial Inc
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KS | 0.3 |
|
Columbia Advisory Partners LLC
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|
WA | 0.3 |
|
Branson Frank A Inc
✚
|
CA | 0.3 |
|
NorthStar Financial Planning LLC
✚
|
NH | 0.3 |
|
Purefi Wealth LLC
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|
MA | 0.3 |