← Directory
LNW
Legal name: LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC
CRD 107341File 801-36445
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.18B
Top 10% of cohort (national)
Discretionary AUM
$11.68B
Non-discretionary $499.8M
Clients
1,130
6,041 accounts
Employees
169
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 27, 1990
- Principal office
- 801 SECOND AVENUE, SUITE 1600, SEATTLE, WA, 98104
- Phone
- 206-464-5100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.18B
- Discretionary AUM
- $11.68B
- Non-discretionary AUM
- $499.8M
- Discretionary accounts
- 5,804
- Non-discretionary accounts
- 237
- Total accounts
- 6,041
- AUM per client
- $10.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $526.0M |
| Investment companies | 1 | $7.5M |
| Charitable organizations | 28 | $709.3M |
| High net worth individuals | 850 | $10.47B |
| Pooled investment vehicles | 3 | $54.2M |
| Pension and profit sharing plans | Fewer than 5 | $111.6M |
| Individuals (other than high net worth individuals) | 229 | $190.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1149 | 1130 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.