MERIWETHER WEALTH & PLANNING, LLC
CRD #310713 SEC #801-120142 MINDEN, LA 318-377-1803
SEC Registered
Total AUM
$263.2M
Discretionary
$263.2M
Employees
8
Clients
10
Accounts
1,271
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $263.2M | $263.2M | $0 | 8 | 0 |
| Mar 2024 | $219.8M | $219.8M | $0 | 7 | 0 |
| Mar 2023 | $201.9M | $201.9M | $0 | 7 | 0 |
| Sep 2022 | $212.1M | $212.1M | $0 | 6 | 0 |
| Feb 2022 | $212.1M | $212.1M | $0 | 6 | 0 |
| Feb 2022 | $212.1M | $212.1M | $0 | 6 | 0 |
| Feb 2022 | $212.1M | $212.1M | $0 | 6 | 0 |
| Feb 2022 | $212.1M | $212.1M | $0 | 6 | 0 |
| Nov 2021 | $193.2M | $193.2M | $0 | 6 | 0 |
| Apr 2021 | $193.2M | $193.2M | $0 | 6 | 0 |
| Jan 2021 | $0 | $0 | $0 | 3 | 0 |
| Dec 2020 | $0 | $0 | $0 | 3 | 0 |
| Dec 2020 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$263.2M
Discretionary$263.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$219.8M
Discretionary$219.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2021
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0