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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 Oct 1, 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
- Website
- https://lnwadvisors.com/
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,149 | 1,130 | decreased by19 |
| Apr 1, 2026 | Employees | 171 | 169 | decreased by2 |
| Apr 1, 2026 | Clients | 1,163 | 1,149 | decreased by14 |
| Apr 1, 2026 | AUM | $12,230,221,045 | $12,183,776,067 | decreased by$46,444,978 |
| Apr 1, 2026 | Accounts | 6,068 | 6,041 | decreased by27 |
| Jan 1, 2026 | Employees | 91 | 171 | increased by80 |
| Jan 1, 2026 | Clients | 587 | 1,163 | increased by576 |
| Jan 1, 2026 | AUM | $7,658,280,466 | $12,230,221,045 | increased by$4,571,940,579 |
| Jan 1, 2026 | Accounts | 3,797 | 6,068 | increased by2,271 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 79 | 91 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 571 | 587 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,272,831,284 | $7,658,280,466 | increased by$385,449,182 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,525 | 3,797 | increased by272 |
| Apr 1, 2022 | Employees | 70 | 79 | increased by9 |
| Apr 1, 2022 | Clients | 612 | 571 | decreased by41 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LNW” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LNW” may also match similarly-named firms). Confirm identity against each filing.
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.