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| Happy Holidays!! thanks for using AUM13F!! |
| Laird Norton Wetherby Wealth Management LLC
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| CRD # | 107341 |
| SEC # | 801-36445 |
| CIK # | 0001279627 |
| AUM | $7.7 B (2025-04-01) |
| Employees | 91 (64% Investors, 0% Brokers) |
| Phone | 415-399-9159 |
| Address | 580 California St San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001279627 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| VISA Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Commercial Metals Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| ASML Holding NV | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | RHF III Holding Company LLC | [2021-03-31] | 0.0 | 20.8 |
| PE | LRHF II Holding Company LLC | [2018-03-30] | 0.0 | 15.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 570 | 7.1 |
| (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 | 0.4 |
| (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 | 1 | 0.0 |
| Total | 3,797 | 7.7 |
| By Discretionary | ||
| Discretionary | 3,689 | 7.4 |
| Non-Discretionary | 108 | 0.3 |
| Total | 3,797 | 7.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 7.6 | |
| Total | 3,797 | 7.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Chris Hauswirth | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001279627] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
E Fund Management Hong Kong Co Limited
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|
12.5 | |
|
Bridges Investment Management Inc
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NE | 10.4 |
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Soltis Investment Advisors LLC
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UT | 8.4 |
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H M Payson & Co
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ME | 8.1 |
|
Evergreen Capital Management LLC
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WA | 5.2 |
|
Trillium Asset Management LLC
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|
MA | 5.0 |
|
LNW Wealth Management LLC
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|
WA | 4.5 |
|
BIP Wealth LLC
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|
GA | 3.4 |
|
Abacus Wealth Partners LLC
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|
CA | 3.3 |
|
Popular Securities LLC
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|
PR | 2.3 |