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| Laminar Wealth LLC
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| CRD # | 167867 |
| SEC # | 801-135823 |
| CIK # | |
| AUM | 131.8 M (2026-06-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-929-6530 |
| Address | 7777 Bonhomme Avenue Clayton, MO 63105 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/11/2026) [Brochure] |
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Item 5: Fees and Compensation
A. Our Wealth Management fees are charged pursuant to a fixed fee. The fixed fee ranges set forth
herein reflect the standard fees we charge to clients; however, the specific fixed fee charged to a
particular client will vary from client to client. Each client should review the services agreement
signed with us for the specific fixed fee that will be charged and how fees will be payable. Our
fees may vary from client to client due to historical or ‘grandfathered’ fee schedules that are no
longer offered, the nature and scope of the services to be provided to the client, personal or
familial relationships with the client, and other factors that we deem relevant. Fees are negotiable,
but we reserve the right to accept or reject different fees proposed by the client. Neither we nor
any of our supervised persons accept compensation for the sale of securities or other investment
products.
B. Wealth Management Fees.
i. Our minimum annual fixed fee is $25,000. Examples of factors that would result in a
higher fixed fee include: investable assets in excess of $5 million; beneficiary, grantor, or
trustee of irrevocable trusts; highly structured legal estate; private or illiquid investments;
complex family relationships; multiple real estate holdings; or otherwise have a lot of
complexity in a client’s financial life. Our Wealth Management services and fees are
generally intended for those with at least $3 million of assets designated to be under our
management.
ii. The fixed annual fee is paid in equal quarterly increments in advance of each quarter on
or about the first business day of each quarter. The fee for the first partial quarter of
service will be prorated from the effective date of our services agreement, is typically
billed in arrears following the end of the initial quarter, and included with the subsequent
full quarter’s fees billed in advance. Prepaid but unearned fees will be refunded to the
client on a prorated basis upon termination of our engagement based on the number of
days in the billing period before termination.
iii. The Wealth Management fee is typically deducted from one or more of your accounts
designated to be under our management. In limited circumstances, we may agree to be
paid through a third-party payment processor via ACH or credit card or payable by check
mailed to our office.
C. Other Fees & Costs. In addition to the fees we charge, clients will incur brokerage and other
transaction costs. Please refer to Item 12: Brokerage Practices, for further information on such
brokerage and other transaction-related practices. Depending on the specific investment products
held in the client’s account and the services provided, the client may also incur additional fees
and costs charged by other independent and unaffiliated third-parties. Such additional fees and
costs may include, but are not necessarily limited to, the internal fees and costs of an investment
product (like a mutual fund or ETF), margin interest, account or asset transfer fees, subadvisory
or third-party investment manager fees, account type fees, early redemption charges,
market-maker or bid-ask spreads, retirement plan fees, trade-away or prime brokerage fees, fees
for receiving paper copies of documents in lieu of electronically-delivered documents, and other
fees and taxes on brokerage accounts and securities transactions. These additional charges are
separate and apart from the fees we charge.
Date of Brochure: March 11, 2026 |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/11/2026) [Brochure] |
|---|
Item 7: Types of Clients
We generally provide our services to individuals and high-net-worth individuals, as well as to their
respective trusts and estates. Our minimum annual fixed fee is $25,000, and services and fees are
generally intended for those with at least $3 million of assets designated to be under our management.
Date of Brochure: March 11, 2026 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.8 |
| (b) Individuals (high net worth individuals) | 27 | 131.0 |
| (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 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 183 | 131.8 |
| By Discretionary | ||
| Discretionary | 177 | 128.6 |
| Non-Discretionary | 6 | 3.2 |
| Total | 183 | 131.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.8 | |
| Total | 183 | 131.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Geremia Financial Services LLC
✚
|
NJ | 132.2 M |
|
Middle Street Capital LLC
✚
|
NH | 132.1 M |
|
Brighton Wealth Management Inc
✚
|
UT | 131.9 M |
|
Tublin - Difusco Advisors Inc
✚
|
131.9 M | |
|
Nest Investments LLC
✚
|
PA | 131.7 M |
|
Benchmark Financial LLC
✚
|
DE | 131.6 M |
|
Warm Springs Advisors Inc
✚
|
CA | 131.3 M |
|
Middleton & Company
✚
|
WA | 131.3 M |
|
Stawnychy Financial Services Inc
✚
|
NJ | 131.2 M |
|
Bison Wealth Management LLC
✚
|
OH | 131.0 M |