Meriwether Wealth & Planning, Llc
- Regulatory AUM
- $309M
- Discretionary
- $309M
- Clients
- 607
- Avg AUM / client
- $509K
- Accounts
- 1,381
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 528 | $114M | 36.9% |
| High net worth individuals | 69 | $175M | 56.8% |
| Corporations and other businesses | 10 | $19.5M | 6.32% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Humphreys, Caron, Flynn | Member | Dec 2020 (6y) | 5% – 10% | |
| Jeremy Ty Pendergrass | Managing Member & Chief Compliance Officer | Dec 2020 (6y) | 25% – 50% | |
| Andrew M Pendergrass | Managing Member | CFP | Jan 2021 (6y) | 25% – 50% |
| Tracy Lynn Campbell | Managing Member | Sep 2021 (5y) | 25% – 50% | |
| John Michael Cristler | Registered representative | Oct 2024 (2y) | ||
| Mark Green | Registered representative | CFP | Feb 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $37.3M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗