RIA Intel›Advisers›Colorado›MERRIWETHER INVESTMENTS, INC.

MERRIWETHER INVESTMENTS, INC.

Advisory

DENVER, CO

Data as of Feb 2, 2026 · Source: SEC Form ADV

Average account

$116K

across 28 accounts

AUM per adviser

$2M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$359K

Discretionary %89%

Total Clients18

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

18 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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ASPEN GOLD FINANCIAL LLC

$3M

GALVEN CAPITAL MANAGEMENT, LLC

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