Discover Our Story

Experienced

Pennies to Prosperity:
The Merriwether Mission

When I was a kid, every Summer I’d go to my granddad’s house and we’d count pennies together. His family emigrated to the US when he was young, looking for that piece of the American dream. He taught me the importance of saving and investing...

Read More
Experienced

Meet Our Team

Get to know the talented individuals behind our success.

Richard Meriwether Swensson II
President & CEO

Richard has over 10+ years experience in the financial industry focused on the intersection of data analytics, technology, and investing.

Dax Rodriguez
COO

Dax has over 20+ years experience in the financial industry focused on revenue growth and business operations.

Contact:
Merriwether Investments, Inc.
1278 Glenneyre, Suite 97 Laguna Beach, CA 92651
Phone: (949) 416-5343
E-mail: info@investmerriwether.com
This web site and all contents located herin as associated with “Merriwether Investment Inc.”, Merriwether are the property of Merriwether, a registered investment advisor, is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. By using this website, you accept our Terms of Use and Privacy Policy. This web site is only for the purpose of giving general information and is not intended to offer personal financial advice. The data and information contained herein is accurate insofar as we are aware; however, we do not warrant it or any other material, nor do we state or declare the performance of any fund, security or other investment, whether or not recommended herein, nor do we state nor intend to state that any such will perform in any particular manner nor that the historical pattern of same will necessarily continue in the future. Please refer to the Merriwether Investments, Inc. advisory brochure (ADV-II) for more information.

Disclosures

Privacy PolicyTerms of ServiceForm ADV-IICyber Security PolicyAccessibility Policy
© 2025 Merriwether Investments, Corp. All rights reserved.