Laminar Wealth provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Laminar Wealth reports 27 clients. They include 27 high-net-worth individuals. Of its assets, 97.6% ($129M across 177 accounts) are managed with discretion; $3.23M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 100% | 99% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $762K | 0.6% | — |
| High-net-worth individuals | 27 | $131M | 99.4% | $4.85M |
| Total | 27 | $132M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $762K
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- 27
- Regulatory AUM
- $131M
- AUM share
- 99.4%
- Avg. per client
- $4.85M
Total
- Clients
- 27
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Laminar Wealth is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
David Oransky owns 75% or more of Laminar Wealth. The leadership team of Laminar Wealth includes Chief Compliance Officer Mary Oransky. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Laminar Wealth LLC
David Oransky
Control person · since May 2013
Besides its headquarters, Laminar Wealth has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Missouri · 1 listed address
- 7777 Bonhomme Avenue, Suite 1800, ClaytonHQ
Contact and registration details
- Legal name
- Laminar Wealth LLC
- Headquarters
- 7777 Bonhomme Avenue, Suite 1800, Clayton, MO 63105
- Website
- laminarwealth.com
- Phone
- 800-929-6530
- @laminar-wealth
- SEC file
- 801-135823
- Structure
- Missouri LLC
- Fiscal year end
- December
Laminar Wealth’s named custodian for separately managed accounts is Charles Schwab ($129M). Laminar Wealth has custody of $69M for 24 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $129M100%
At year end, Laminar Wealth’s separately managed accounts were mostly in funds (86%).
What the accounts hold
- Stocks3%
- Funds86%
- Bonds9%
- Cash1%
- Other1%
- Tiaa traditional1%
How many clients does Laminar Wealth have?
Laminar Wealth has 27 clients and manages $132 million for them, as of June 2026. They include 27 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 June 2026
What services does Laminar Wealth offer?
Laminar Wealth provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Laminar Wealth use?
Laminar Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $129M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 June 2026
How many financial advisors does Laminar Wealth have?
Laminar Wealth has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 Laminar Wealth invest in?
At the end of its last fiscal year, Laminar Wealth’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 9% U.S. government and agency bonds, 3% exchange-traded equities, 1% cash and equivalents and 1% other. The 1% other category is described as: Tiaa Traditional.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Laminar Wealth?
Laminar Wealth’s direct owner is David Oransky (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 June 2026
How does Laminar Wealth get paid?
Laminar Wealth is paid through 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
How do I contact Laminar Wealth?
Laminar Wealth’s main office is at 7777 Bonhomme Avenue, Suite 1800, Clayton, MO 63105. Its phone number is 800-929-6530. Its website is laminarwealth.com.
