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LAIDLAW WEALTH MANAGEMENT LLC
CRD 150040 · SEC 801-112592
521 FIFTH AVE, 12TH FLOOR, NEW YORK, NY, 10175, United States
Phone
212-953-4910
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$108.1M
Discretionary AUM
$104.3M
Team
13 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $22.4M |
| High net worth individuals | 27 | $73.8M |
| Corporations/business entities | 5 | $2.9M |
States served
CA, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD