Clients
Laird Norton Wetherby Wealth Management serves 1,149 clients, 850 of them high-net-worth individuals. The average client has about $11 million with the firm, and high-net-worth clients hold 86% of its $12.2 billion in assets.
- High-net-worth individuals850 clients86%
- Charitable organizations28 clients6%
- Corporations and other businesses18 clients4%
- OtherIndividuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Other4%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 229 | $190,367,681 | 1.6% | $831K |
| High-net-worth individuals | 850 | $10,469,228,606 | 85.9% | $12.3M |
| Investment companies | 1 | $7,476,803 | 0.1% | $7.48M |
| Pooled investment vehicles | 3 | $54,201,548 | 0.4% | $18.1M |
| Pension and profit-sharing plans | 1 | $111,649,018 | 0.9% | $111.6M |
| Charitable organizations | 28 | $709,328,042 | 5.8% | $25.3M |
| Corporations and other businesses | 18 | $525,952,686 | 4.3% | $29.2M |
| Other | 19 | $115,571,683 | 0.9% | $6.08M |
| Total | 1,149 | $12,183,776,067 | 100% | $10.6M |
- Clients
- 229
- Regulatory AUM
- $190,367,681
- Share
- 1.6%
- Avg. per client
- $831K
- Clients
- 850
- Regulatory AUM
- $10,469,228,606
- Share
- 85.9%
- Avg. per client
- $12.3M
- Clients
- 1
- Regulatory AUM
- $7,476,803
- Share
- 0.1%
- Avg. per client
- $7.48M
- Clients
- 3
- Regulatory AUM
- $54,201,548
- Share
- 0.4%
- Avg. per client
- $18.1M
- Clients
- 1
- Regulatory AUM
- $111,649,018
- Share
- 0.9%
- Avg. per client
- $111.6M
- Clients
- 28
- Regulatory AUM
- $709,328,042
- Share
- 5.8%
- Avg. per client
- $25.3M
- Clients
- 18
- Regulatory AUM
- $525,952,686
- Share
- 4.3%
- Avg. per client
- $29.2M
- Clients
- 19
- Regulatory AUM
- $115,571,683
- Share
- 0.9%
- Avg. per client
- $6.08M
Total
- Clients
- 1,149
- Regulatory AUM
- $12,183,776,067
- Share
- 100%
- Avg. per client
- $10.6M
What it does
Laird Norton Wetherby Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, publishing newsletters and educational seminars. It is paid through a percentage of assets and fixed fees.
Laird Norton Wetherby Wealth Management provided financial planning to 1,000 clients last fiscal year and advises 3 private funds.
95.9% of assets ($11.68B across 5,804 accounts) are managed with discretion; $499.8M across 237 accounts are not. 1% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- Exchange-traded equity securities
- 31%
- Non-exchange-traded equity securities
- 8%
- U.S. government/agency bonds
- 1%
- U.S. state and local bonds
- 7%
- Securities issued by registered investment companies or business development companies
- 40%
- Securities issued by pooled investment vehicles (other than registered investment companies)
- 12%
- Cash and cash equivalents
- 1%
- Other (Closely Held Operating Businesses, Structured Derivatives, Multi-Asset Holdings, and Promissory Notes.)
- 1%
Custodians
Laird Norton Wetherby Wealth Management’s client accounts are held mainly at Charles Schwab, with 80% of managed assets. Laird Norton Wetherby Wealth Management has custody of $3.50B for 629 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $9.75B80%
- All other custodians$2.43B20%
Ownership and leadership
Laird Norton Wetherby Trust owns 75% or more of Laird Norton Wetherby Wealth Management.
- Owns 75% or more of Laird Norton Wetherby Wealth Management, LLC
Laird Norton Wetherby Trust
Control person · since December 2021
- Owns 75% or more of Laird Norton Wetherby Wealth Management, LLC
Laird Norton Wetherby Trust Company, LLC
Control person · since December 2021
- Owns 75% or more of Laird Norton Wetherby Trust Company, LLC
Laird Norton Enterprises Inc
Control person · since December 2021
- Owns 75% or more of Laird Norton Enterprises Inc
Laird Norton Company LLC
Control person · since December 2021
Leadership
- Kayla KemnerChief Financial Officer
- Jaclyne BadalChief Operating Officer & General Counsel
- Lauren HalloranChief Compliance Officer
- Ronald AlbaharyChief Investment Officer
- Kristen BauerCEO
- Stephen JanowskyVice Chair
Staff
- 169 employees
- 96 in advisory functions
- 58 state-registered reps
Fees
Laird Norton Wetherby Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees).
Laird Norton Wetherby Wealth Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Laird Norton Wetherby Wealth Management has 4 offices, with 5 listed addresses across 4 states.
California · 2 listed addresses
- 1801 Century Park East, Los Angeles
- 580 California ST., San Francisco
New York · 1 listed address
- 370 Lexington Ave, New York
Pennsylvania · 1 listed address
- 150 N. Radnor Chester Road, Radnor
Washington · 1 listed address
- 801 Second Avenue, Suite 1600, SeattleHQ
Registration details
- Legal name
- Laird Norton Wetherby Wealth Management, LLC
- Headquarters
- 801 Second Avenue, Suite 1600, Seattle, WA 98104
- Phone
- 206-464-5100
- Website
- lnwadvisors.com
- SEC file
- 801-36445
- Structure
- California LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Laird Norton Wetherby Wealth Management have?
Laird Norton Wetherby Wealth Management has 1,149 clients and manages $12.2 billion for them, as of March 2026. They include 850 high-net-worth individuals, 229 other individuals and 28 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Laird Norton Wetherby Wealth Management offer?
Laird Norton Wetherby Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, publishing newsletters and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Laird Norton Wetherby Wealth Management use?
Laird Norton Wetherby Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $9,752,607,897. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Laird Norton Wetherby Wealth Management have?
Laird Norton Wetherby Wealth Management has 58 investment adviser representatives registered with state securities authorities, out of 169 employees, and 96 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Laird Norton Wetherby Wealth Management invest in?
At the end of its last fiscal year, Laird Norton Wetherby Wealth Management’s separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 12% pooled vehicles (private funds and similar), 8% non-exchange-traded equities, 7% state and local bonds, 1% U.S. government and agency bonds, 1% cash and equivalents and 1% closely held operating businesses, structured derivatives, multi-asset holdings, and promissory notes.. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Laird Norton Wetherby Wealth Management?
Laird Norton Wetherby Wealth Management is owned through a trust by Laird Norton Company LLC. Its direct owners are Laird Norton Wetherby Trust (75% or more) and Laird Norton Wetherby Trust Company, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Laird Norton Wetherby Wealth Management get paid?
Laird Norton Wetherby Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file