Laird Norton Wetherby Wealth Management, LLC

RIASEC RegisteredEst. 1990
Total AUM
$12.2B
Discretionary
$11.7B
96% of AUM
Avg account
$2M
Accounts
6,041
Employees
169
Advisory reps
60

Firm details

Headquarters
SEATTLE, Washington
CRD number
107341
Registered since
April 27, 1990
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, Exchange Traded Equities 31%, Private Funds 12%, Non-Exchange Traded Equities 8%, State & Local Bonds 7%, US Government Bonds 1%, Cash & Cash Equivalents 1%, Other 1%40%
  • Public Funds/Mutual Funds40%
  • Exchange Traded Equities31%
  • Private Funds12%
  • Non-Exchange Traded Equities8%
  • State & Local Bonds7%

Owners & executives

3 of 5
  • JUSTINA LAI

    Chief Impact Officer and ShareholderCRD 6250834

  • KAYLA KEMNER

    Chief Financial OfficerCRD 7940167

  • LAUREN HALLORAN

    Chief Compliance OfficerCRD 5180033

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Contacts

3 of 55
  • CAMERON RIBLER

    Wealth AdvisorCRD 6348541

  • Mariel Mendelsohn

    Wealth AnalystCRD 6778164

  • DAVID FERGUSON

    Wealth Manager and ShareholderCRD 6278158

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 149

Active vs passive

$464M in ETFs

Passive

93%

$429M

Active

4%

$34.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$104M316,03622.35%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth