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| Laird Norton Wetherby Wealth Management LLC
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|---|---|
| CRD # | 107341 |
| SEC # | 801-36445 |
| CIK # | 0001279627 |
| AUM | $7.3 BB (2024-06-28) |
| Employees | 87 (71% Investors, 0% Brokers) |
| Phone | 415-399-9159 |
| Address | 580 California St San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.2 | |
| MSFT | 1,918.2 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| GOOGL | 1,475.1 | 0.0 | |
| META | 434.9 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| TSM | 437.4 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | RHF III Holding Company LLC | [2021-03-31] | 0.0 | 20.8 |
| PE | LRHF II Holding Company LLC | [2018-03-30] | 0.0 | 15.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 568 | 6.8 |
| (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 | 2 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 12 | 0.3 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,828 | 7.3 |
| By Discretionary | ||
| Discretionary | 3,713 | 7.0 |
| Non-Discretionary | 115 | 0.2 |
| Total | 3,828 | 7.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.3 | |
| Total | 3,828 | 7.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Chris Hauswirth | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001279627] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bridges Investment Management Inc
✚
|
NE | 9.9 |
|
H M Payson & Co
✚
|
ME | 7.0 |
|
Soltis Investment Advisors LLC
✚
|
UT | 6.8 |
|
Trillium Asset Management LLC
✚
|
MA | 5.0 |
|
LNW Wealth Management LLC
✚
|
WA | 4.6 |
|
Evergreen Capital Management LLC
✚
|
WA | 4.6 |
|
Abacus Wealth Partners LLC
✚
|
CA | 3.1 |
|
BIP Wealth LLC
✚
|
GA | 2.8 |
|
Popular Securities LLC
✚
|
PR | 2.2 |
|
JD Euroway Capital Partners LLC
✚
|
2.2 |