MERIWETHER WEALTH & PLANNING, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $308.9M |
| Discretionary | $308.9M100% of AUM |
| Client Accounts | 1,381 |
| Avg Account Size | $224K |
| Employees | 8 |
| Peak AUM | $308.9MMar 2026 |
AUM by Client Type
Total AUM
$309M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $309M | +17.3% | +15.2% | +10.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $308.9M |
| Discretionary | $308.9M |
| Employees | 8 |
| Client Accounts | 1381 |
| Client Range | 1-10 |
Contact & Location
Address
1000 BROADWAY ST
MINDEN LA 71055
Phone
318-377-1803
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$309M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported