{"url":"https://nivawealth.com/firms/laminar-wealth-167867","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167867","regulatoryAum":131802391,"crd":"167867","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5879459","suffix":null,"lastName":"ORANSKY","firstName":"DAVID","middleName":"SCOTT"},{"crd":"6772418","suffix":null,"lastName":"Oransky","firstName":"Mary","middleName":"Elizabeth"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135823","legalName":"Laminar Wealth LLC","displayName":"Laminar Wealth","slug":"laminar-wealth-167867","website":"https://laminarwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/167867/71d0601dca4d5903-r1.webp","tone":"light","width":1025,"height":200,"sourceUrl":"https://www.laminarwealth.com/","sourceLabel":"Laminar Wealth LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/laminar-wealth/","founded":null,"organization":"Missouri limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7777 Bonhomme Avenue, Suite 1800","city":"Clayton","state":"MO","stateName":"Missouri","country":"United States","postalCode":"63105"},"tradeNames":[],"registration":{"secApproved":"10 April 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":131802391,"discretionary":128574303,"discretionaryAccounts":177,"nonDiscretionary":3228088,"nonDiscretionaryAccounts":6,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":null,"fewerThan5":true,"regulatoryAum":762016},{"label":"High-net-worth individuals","clients":27,"regulatoryAum":131040375}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:43:11.313839+00:00","documents":[{"name":"2026-03-11 LAMINAR WEALTH FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017240","versionId":1017240,"submittedOn":"2026-03-11"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":129244720}],"custodyNote":"Laminar Wealth has custody of $69M in client assets for 24 clients.","otherCustodians":[],"leadership":[{"name":"Mary Oransky","title":"Chief Compliance Officer, Lead Advisor","crd":"6772418"},{"name":"David Oransky","title":"Principal, Member","crd":"5879459"}],"ownership":[{"label":"David Oransky","detail":"Principal, member in the 75% or more ownership band and a control person, since May 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Missouri","offices":1,"addresses":[{"street":"7777 Bonhomme Avenue, Suite 1800","city":"Clayton","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-929-6530","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":9},{"label":"Securities issued by registered investment companies or business development companies","percent":86},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":1,"detail":"Tiaa Traditional"}],"privateFunds":0},"sources":{"adv1FilingDate":"18 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/167867/PDF/167867.pdf","brochureDate":"11 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017240","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Laminar Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Laminar Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Laminar Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Laminar Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Laminar Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Laminar Wealth?","answer":"Laminar Wealth’s direct owner is David Oransky (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Laminar Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Laminar Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}