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Building 2MERIWETHER WEALTH & PLANNING, LLC

Map pinMINDEN, LA
Phone318-377-1803
NotebookSEC #801-120142
Total AUM
$308.9M
Employees
8
Clients
607

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 BROADWAY ST
MINDEN
LA 71055
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
318-377-1803
Other Offices
1

ReceiptFinancials

Total AUM
$308.9M
Accounts
1,381
Discretionary
$308.9M
Accounts
1,381
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
528
AUM
$114M
HNW Individual Clients
69
AUM
$175.4M
Corporation or Business Clients
10
AUM
$19.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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