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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2020
- Office Locations
- 1
Office Locations
About Meriwether Wealth & Planning, LLC
Meriwether Wealth & Planning provides relationship-based wealth management for individuals and families, including investment management, retirement planning, and ongoing financial planning for those building wealth. The firm also supports business owners with employer retirement plans, tax optimization, and business valuations. Uses SEI as a primary custodian/platform and incorporates ETFs and mutual funds in portfolios.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Tracy Lynn Campbell
Financial Advisor, Managing Member
- CRD
- #7319325
- Ownership
- 25% but less than 50%
ANDREW M PENDERGRASS
Financial Advisor
- CRD
- #6444601
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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John Michael Cristler IV
--
- CRD
- #7989874
Mark Green
--
- CRD
- #8038505
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $308,876,105 | $223,661 |
| Non-Discretionary | $0 | -- |
| Total | $308,876,105 | $223,661 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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