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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 123 | 105 |
| 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.