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| Happy Holidays!! thanks for using AUM13F!! |
| Laidlaw Wealth Management LLC
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| CRD # | 150040 |
| SEC # | 801-112592 |
| CIK # | 0001800608 |
| AUM | $114.8 M (2025-07-30) |
| Employees | 15 (20% Investors, 93% Brokers) |
| Phone | 212-953-4910 |
| Address | 521 Fifth Ave New York, NY 10175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.6 | ||
| Microsoft Corp | 3.2 | ||
| Apple Inc | 2.7 | ||
| Facebook Inc | 1.8 | ||
| Tesla Motors Inc | 1.6 | ||
| Palantir Technologies Inc | 1.3 | ||
| Amazon Com Inc | 1.1 | ||
| Alibaba Group Holding Ltd | 1.1 | ||
| Palo Alto Networks Inc | 0.9 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 23.4 |
| (b) Individuals (high net worth individuals) | 28 | 70.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 17.3 |
| (n) Other | 0 | 0.0 |
| Total | 235 | 114.8 |
| By Discretionary | ||
| Discretionary | 230 | 111.3 |
| Non-Discretionary | 5 | 3.4 |
| Total | 235 | 114.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.3 | |
| United States Persons | 91.5 | |
| Total | 235 | 114.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800608] |
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