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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) |
| Fees | |
| Minimum | |
| Phone | 318-377-1803 |
| Address | 1000 Broadway St Minden, LA 71055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055554 |
| Sector | Form 13F Holdings | Value ($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 | ||
| General Dynamics Corp | 1.2 | ||
| Visa Inc | 1.2 | ||
| Conocophillips | 1.2 | ||
| Business First Bancshares Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
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Bill OPP Fixed Income Advisory Service LLC
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309.8 M | |
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Windward Private Wealth Management Inc
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KS | 309.6 M |
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The American Institute for Advanced Investment Management LLP
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Milestone Asset Management Group LLC
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CT | 309.0 M |
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Synergy Financial Partners LLC
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CO | 308.7 M |
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Finivi Inc
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MA | 308.4 M |
|
Covington & Associates Inc
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NJ | 308.2 M |
|
Broadway Wealth Solutions Inc
✚
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TX | 308.1 M |
|
TKG Advisors LLC
✚
|
IN | 308.0 M |