# Meriwether Wealth & Planning, LLC

> Meriwether Wealth & Planning, LLC is an SEC-registered investment advisory firm in Minden, LA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 310713
- Filed as: MERIWETHER WEALTH & PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minden, LA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310713
- AdvisorCensus page: https://advisorcensus.com/firm/meriwether-wealth-and-planning-llc-minden-la-310713

## Quick answers

**How is Meriwether Wealth & Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Meriwether Wealth & Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Meriwether Wealth & Planning, LLC located?**
Meriwether Wealth & Planning, LLC's principal office is in Minden, LA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Meriwether Wealth & Planning, LLC registered with the SEC or a state?**
Meriwether Wealth & Planning, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310713.

**How much does Meriwether Wealth & Planning, LLC manage?**
Meriwether Wealth & Planning, LLC reports $308,876,105 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Meriwether Wealth & Planning, LLC's assets and staff changed since 2021?**
In the Form ADV data for Meriwether Wealth & Planning, LLC: Regulatory assets under management: $193,226,333 in the October 2021 data and $308,876,105 in the October 2026 data, up 60%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meriwether Wealth & Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (528); high net worth individuals (69); corporations or other businesses not listed above (10).

**Which custodians does Meriwether Wealth & Planning, LLC use?**
Meriwether Wealth & Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Meriwether Wealth & Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310713

**Does Meriwether Wealth & Planning, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "There is no account minimum for any of MWP’s services."

**What changed in Meriwether Wealth & Planning, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $263,227,511 to $308,876,105 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> There is no account minimum for any of MWP’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $308,876,105
- Discretionary: $308,876,105
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 528 | $113,950,023 |
| High net worth individuals | 69 | $175,417,020 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 10 | $19,509,062 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Ruston, LA

### Websites listed on Form ADV (Item 1.I)
- meriwether.com
- Facebook @MeriwetherWealth
- Instagram @meriwetherwealth
- LinkedIn @meriwetherwp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $193,226,333 | 6 | April 30, 2021 |
| October 2022 | $212,138,558 | 6 | September 12, 2022 |
| October 2023 | $201,887,839 | 7 | March 21, 2023 |
| October 2024 | $219,777,242 | 7 | March 13, 2024 |
| October 2025 | $263,227,511 | 8 | March 10, 2025 |
| October 2026 | $308,876,105 | 8 | March 19, 2026 |

Regulatory assets under management: $193,226,333 in the October 2021 data and $308,876,105 in the October 2026 data, up 60%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $263,227,511 to $308,876,105 (+17%).

### January 2026
- No longer registered or notice-filed in MO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meriwether Wealth & Planning, LLC (CRD 310713): Form ADV filing data as of October 2026.