Laird Norton Wetherby Wealth Management, LLC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 107341
- Registered since
- April 27, 1990
- Website
- lnwadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.93%
- Charitable Organizations5.82%
- Corporations / Businesses4.32%
- Individuals1.56%
- Other0.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Laird Norton Wetherby Wealth Management, LLC operates as an independent registered investment adviser and describes itself as a capital allocator for both individual/family and institutional clients. The firm provides fee-based advice (percentage of AUM and fixed fees) and runs a range of advisory services including financial planning, discretionary portfolio management for individuals and pooled vehicles, selection of other advisers, and client education through publications and workshops. It identifies as an active ESG investor and maintains an affiliation with a trust company. The firm has been SEC-registered since 1990. The firm has collected external recognition from multiple industry outlets over recent years, including placements on Barron’s, Forbes, CNBC, Financial Times and FA Magazine lists between 2020 and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities31%
- Private Funds12%
- Non-Exchange Traded Equities8%
- State & Local Bonds7%
Owners & executives
3 of 5JUSTINA LAI
Chief Impact Officer and ShareholderCRD 6250834
KAYLA KEMNER
Chief Financial OfficerCRD 7940167
LAUREN HALLORAN
Chief Compliance OfficerCRD 5180033
Contacts
3 of 55CAMERON RIBLER
Wealth AdvisorCRD 6348541
Mariel Mendelsohn
Wealth AnalystCRD 6778164
DAVID FERGUSON
Wealth Manager and ShareholderCRD 6278158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 149Active vs passive
$464M in ETFs
93%
$429M
4%
$34.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $104M | 316,036 | 22.35% |
Location
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 801 2nd Ave
- Time zone
- PT (UTC-8)
- Office locations
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