Meriwether Wealth & Planning, LLC
Overview
Meriwether Wealth & Planning, LLC is a financial advisory firm based in Minden, Louisiana, offering personalized wealth management and investment services. The firm provides a comprehensive range of services, including portfolio management, financial planning, pension consulting, and selection of other advisers. As of March 2025, Meriwether manages approximately $219,777,242 in assets for 1,166 clients, serving individuals, families, business owners, and retirement plans. The firm's team of seven financial advisors delivers highly personalized advice and relationship-based guidance, tailoring investment strategies to each client's goals, values, and risk tolerance. Meriwether Wealth & Planning, LLC is a registered investment adviser with the SEC, operating under the firm CRD number 310713.
Investment Focus
- Accredited investor status may be required for certain investment opportunities
Portfolio Companies
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Frequently asked questions about Meriwether Wealth & Planning, LLC
What sectors does Meriwether Wealth & Planning, LLC invest in?
Meriwether Wealth & Planning, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Louisiana, United States. Meriwether Wealth & Planning, LLC is listed as a other in the ConnectSafely investor database.
What stage does Meriwether Wealth & Planning, LLC invest at?
Meriwether Wealth & Planning, LLC backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 100K - 5M.
Which regions does Meriwether Wealth & Planning, LLC invest in?
Meriwether Wealth & Planning, LLC invests across United States.
What companies has Meriwether Wealth & Planning, LLC invested in?
Meriwether Wealth & Planning, LLC's portfolio includes Financial Services Group, Green Energy Co., Retail Ventures, Transportation Logistics, Media Ventures, Real Estate Holdings, ABC Corporation and Basic Materials Co..
Last updated · Source: ConnectSafely investor database
