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LAIDLAW WEALTH MANAGEMENT LLC
CRD 150040File 801-112592
APPROVED
Retail clients
Disclosure events
Filing as of Apr 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$108.1M
Bottom 25% of cohort (national)
Discretionary AUM
$104.3M
Non-discretionary $3.7M
Clients
105
245 accounts
Employees
13
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 9, 2018
- Principal office
- 521 FIFTH AVE, 12TH FLOOR, NEW YORK, NY, 10175
- Phone
- 212-953-4910
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $108.1M
- Discretionary AUM
- $104.3M
- Non-discretionary AUM
- $3.7M
- Discretionary accounts
- 240
- Non-discretionary accounts
- 5
- Total accounts
- 245
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $2.9M |
| Charitable organizations | Fewer than 5 | $3.6M |
| High net worth individuals | 27 | $73.8M |
| Individuals (other than high net worth individuals) | 73 | $22.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11G
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 123 | 105 | decreased by18 |
| May 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Employees | 15 | 13 | decreased by2 |
| Apr 1, 2026 | Clients | 113 | 123 | increased by10 |
| Apr 1, 2026 | AUM | $114,764,475 | $108,065,823 | decreased by$6,698,652 |
| Apr 1, 2026 | Accounts | 235 | 245 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 15 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 984 | 113 | decreased by871 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $995,309,542 | $114,764,475 | decreased by$880,545,067 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,229 | 235 | decreased by2,994 |
| Apr 1, 2022 | Employees | 35 | 48 | increased by13 |
| Apr 1, 2022 | Clients | 810 | 984 | increased by174 |
| Apr 1, 2022 | AUM | $776,306,268 | $995,309,542 | increased by$219,003,274 |
| Apr 1, 2022 | Accounts | 2,010 | 3,229 | increased by1,219 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LAIDLAW WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAIDLAW WEALTH” 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.