Meriwether Wealth & Planning, LLC

Meriwether Wealth & Planning, LLC (CRD# 310713) is a financial advisory firm headquartered in Minden, LA. They manage $219,777,242 in 1,166 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1000 Broadway St, Minden, LA 71055
https://www.facebook.com/meriwetherwealth
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    1,166
    ACCOUNTS
  • Average Account Value
    $188,488
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, LA, MO, TX

Financial Advisors at Meriwether Wealth & Planning, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrew Pendergrass, financial advisor Minden LA
Andrew M. Pendergrass
CRD#: 6444601
1000 Broadway St, Minden, LA 71055

Andrew Pendergrass (CRD# 6444601) is an Investment Advisor Representative working at Meriwether Wealth & Planning, LLC in Minden, LA and has over 9 years of experience in the finance industry.

2
Tyrus Pendergrass, financial advisor Minden LA
Tyrus L. Pendergrass
CRD#: 1156182
1000 Broadway St, Minden, LA 71055

Tyrus Pendergrass (CRD# 1156182) is an Investment Advisor Representative working at Meriwether Wealth & Planning, LLC in Minden, LA and has over 40 years of experience in the finance industry.

3
Tracy Campbell, financial advisor Minden LA
Tracy L. Campbell
CRD#: 7319325
1000 Broadway St, Minden, LA 71055

Tracy Campbell (CRD# 7319325) is an Investment Advisor Representative working at Meriwether Wealth & Planning, LLC in Minden, LA and has over 2 years of experience in the finance industry.

4
Jeremy Pendergrass, financial advisor Minden LA
Jeremy T. Pendergrass
CRD#: 7156932
1000 Broadway St, Minden, LA 71055

Jeremy Pendergrass (CRD# 7156932) is an Investment Advisor Representative working at Meriwether Wealth & Planning, LLC in Minden, LA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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