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| Laidlaw Wealth Management LLC
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| CRD # | 150040 |
| SEC # | 801-112592 |
| CIK # | 0001800608 |
| AUM | 108.1 M (2026-04-27) |
| Employees | 13 (38% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-953-4910 |
| Address | 521 Fifth Ave New York, NY 10175 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001800608 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.4 | ||
| Nvidia Corp | 2.9 | ||
| Microsoft Corp | 1.6 | ||
| Facebook Inc | 1.4 | ||
| Tesla Motors Inc | 1.4 | ||
| Alibaba Group Holding Ltd | 1.2 | ||
| Lilly Eli & Co | 0.9 | ||
| Palantir Technologies Inc | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Caseys General Stores Inc | 0.6 | ||
| Palo Alto Networks Inc | 0.6 | ||
| D-Wave Quantum Inc | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Energy Transfer Equity LP | 0.5 | ||
| CrowdStrike Holdings Inc | 0.5 | ||
| Netflix Inc | 0.5 | ||
| Broadcom Inc | 0.4 | ||
| EQT Corp | 0.4 | ||
| MERK Gold Trust | 0.4 | ||
| Centerpoint Energy Inc | 0.4 | ||
| iShares Silver Trust | 0.4 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Philip Morris International Inc | 0.3 | ||
| Silversun Technologies Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 22.4 |
| (b) Individuals (high net worth individuals) | 27 | 73.8 |
| (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 | 3.6 |
| (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 | 2.9 |
| (n) Other | 18 | 5.4 |
| Total | 245 | 108.1 |
| By Discretionary | ||
| Discretionary | 240 | 104.3 |
| Non-Discretionary | 5 | 3.7 |
| Total | 245 | 108.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.3 | |
| United States Persons | 88.7 | |
| Total | 245 | 108.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800608] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Double Eagle Wealth Management LLC
✚
|
TX | 108.6 M |
|
Lynch Financial Advisors Inc
✚
|
CA | 108.6 M |
|
L&S Private Wealth LLC
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OK | 108.5 M |
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Triple Summit Advisors LLC
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108.5 M | |
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Montello Wealth Management Inc
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FL | 108.4 M |
|
Peapod Lane Capital LLC
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NY | 108.2 M |
|
Panteles Advisors LLC
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|
TX | 108.2 M |
|
Castle Financial & Retirement Planning Associates Inc
✚
|
NJ | 107.9 M |
|
Shannon T Pitner and Company
✚
|
FL | 107.9 M |
|
Forthright Capital Advisory LLC
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|
NV | 107.7 M |