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LNW
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC
CRD 107341 · SEC 801-36445
801 SECOND AVENUE, SUITE 1600, SEATTLE, WA, 98104, United States
Phone
206-464-5100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.18B
Discretionary AUM
$11.68B
Team
169 total employees; 96 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $190.4M |
| High net worth individuals | 850 | $10.47B |
| Investment companies | 1 | $7.5M |
| Pooled investment vehicles | 3 | $54.2M |
| Pension/profit sharing plans | 1 | $111.6M |
| Charitable organizations | 28 | $709.3M |
| Corporations/business entities | 18 | $526.0M |
States served
AK, AZ, CA, CO, ID, IL, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, OR, PA, UT, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD