| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew M Pendergrass Control | Member | 25-50% | 2023 |
| Caron Flynn Humphreys | Member | 5-10% | 2020 |
| Jeremy Ty Pendergrass Control | Managing Member & Chief Compliance Officer | 25-50% | 2020 |
Meriwether Wealth & Planning, LLC reports $263.2 million in regulatory assets under management on its Form ADV.
Meriwether Wealth & Planning, LLC reports 8 employees.
Meriwether Wealth & Planning, LLC is based in Minden, LA and has been SEC-registered since 2021.
Meriwether Wealth & Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1000 Broadway St, Minden, LA 71055 |
| Phone | 318-377-1803 |
| Fax | 318-639-9105 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $263.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $263.2M |