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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MERIWETHER WEALTH & PLANNING, LLC

CRD 310713

MINDEN, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:19637f85-092f-e884-9340-068fdea7183d

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Dec 14, 2020 to Mar 19, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $309MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $309M
Private client RAUM: $289MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $61.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,381
Individual clients: 528
High net worth clients: 69
SEC number: 801-120142
CRD: 310713
Filings on the tape: 14
First filed: Dec 14, 2020
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, LA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW M PENDERGRASS	Certified Financial Planner	MINDEN, LA	5	11	2	no
Jeremy Ty Pendergrass	n/a	MINDEN, LA	5	13	1	no
Tracy Lynn Campbell	n/a	MINDEN, LA	4	12	n/a	no
John Michael Cristler	n/a	MINDEN, LA	1	12	n/a	no
Mark Green	Certified Financial Planner	MINDEN, LA	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Campbell, Tracy, Lynn	MANAGING MEMBER	C	yes	03/2023	Dec 14, 2020	Mar 13, 2024
PENDERGRASS, ANDREW, M	MANAGING MEMBER	C	yes	03/2023	Dec 14, 2020	Mar 13, 2024
Pendergrass, Jeremy, Ty	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	yes	12/2020	Dec 14, 2020	Mar 13, 2024
HUMPHREYS, CARON, FLYNN	Member	A	no	12/2020	Dec 14, 2020	Mar 13, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Ruston	La	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$309M	$309M	8	5	1	n/a	n/a
2024	Mar 10, 2025	$263M	$263M	8	6	1	n/a	n/a
2023	Mar 13, 2024	$220M	$220M	7	4	1	n/a	n/a
2022	Mar 21, 2023	$202M	$202M	7	4	1	n/a	n/a
2021	Feb 14, 2022	$212M	$212M	6	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$309M	$263M	17.3%	$202M	15.2%	8	8	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARGENT ADVISORS, INC.	2	Jan 13, 2021	Jan 15, 2021	SHREVEPORT, LA	Team lift out	RIA to new firm	15.4%

Relationships

Registered with (5)

← Mark GreenAdvisorregistration: current employment
Feb 12, 2025 to presentfactForm ADV
← John Michael CristlerAdvisorregistration: current employment
Oct 16, 2024 to presentfactForm ADV
← Tracy Lynn CampbellAdvisorregistration: current employment
Sep 20, 2021 to presentfactForm ADV
← ANDREW M PENDERGRASSAdvisorregistration: current employment
Jan 15, 2021 to presentfactForm ADV
← Jeremy Ty PendergrassAdvisorregistration: current employment
Jan 15, 2021 to presentfactForm ADV

Owns (1)

← HUMPHREYS, CARON, FLYNNOwnerMEMBER, ownership code A, individual
Dec 14, 2020 to Mar 13, 2024factForm ADV

Controls (3)

← PENDERGRASS, ANDREW, MOwnerMANAGING MEMBER, ownership code C, individual
Dec 14, 2020 to Mar 13, 2024factForm ADV
← Pendergrass, Jeremy, TyOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Dec 14, 2020 to Mar 13, 2024factForm ADV
← Campbell, Tracy, LynnOwnerMANAGING MEMBER, ownership code C, individual
Dec 14, 2020 to Mar 13, 2024factForm ADV

Moved with (1)

← ARGENT ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Jan 13, 2021 to Jan 15, 2021factForm ADV

Dated events

Occurred
Mar 21, 2023
Control person left
Lamar Tyrus Pendergrass (Managing Member) no longer on Schedule A of Meriwether Wealth & Planning, Llc (listed 2022-09-12, absent 2023-03-21)
Form ADVobserved 3 days ago
Occurred
Dec 14, 2020
First Form ADV filing
Meriwether Financial Advisors. Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19637f85-092f-e884-9340-068fdea7183d
First observed: Dec 14, 2020
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MERIWETHER WEALTH & PLANNING, LLC

CRD 310713

MINDEN, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:19637f85-092f-e884-9340-068fdea7183d

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW M PENDERGRASS

Certified Financial Planner

MINDEN, LA

Jeremy Ty Pendergrass

n/a

MINDEN, LA

Tracy Lynn Campbell

n/a

MINDEN, LA

n/a

John Michael Cristler

n/a

MINDEN, LA

n/a

Mark Green

Certified Financial Planner

MINDEN, LA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Campbell, Tracy, Lynn

MANAGING MEMBER

yes

03/2023

Dec 14, 2020

Mar 13, 2024

PENDERGRASS, ANDREW, M

MANAGING MEMBER

yes

03/2023

Dec 14, 2020

Mar 13, 2024

Pendergrass, Jeremy, Ty

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

12/2020

Dec 14, 2020

Mar 13, 2024

HUMPHREYS, CARON, FLYNN

Member

12/2020

Dec 14, 2020

Mar 13, 2024

City

State

Country

Employees

Also broker-dealer

Ruston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$309M

n/a

2024

Mar 10, 2025

$263M

n/a

2023

Mar 13, 2024

$220M

n/a

2022

Mar 21, 2023

$202M

n/a

2021

Feb 14, 2022

$212M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$309M

$263M

17.3%

$202M

15.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARGENT ADVISORS, INC.

Jan 13, 2021

Jan 15, 2021

SHREVEPORT, LA

Team lift out

RIA to new firm

15.4%