Unclaimed Profile

Carla Carmack Wigen

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California

Series 65Clean record7 years registeredLAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

580 CALIFORNIA ST., SAN FRANCISCO, CA 94104CRD# 7022516Firm CRD# 107341

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carla Carmack Wigen · SAN FRANCISCO, CA

Registration

CRD #7022516 · LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC · 7 years registered

Brand Profile

Not yet started

Career History

LNW

Dec 2025 – present

LNW

Nov 2018 – Dec 2025

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 7, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD 107341 · SEC 801-36445

AUM

$7.3B

Regulatory assets under management

Employees

3,828 client accounts

Services offered by LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Carla Carmack Wigen offer?

Carla Carmack Wigen specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Carla Carmack Wigen's credentials?

Carla Carmack Wigen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carla Carmack Wigen located?

Carla Carmack Wigen is based in SAN FRANCISCO, California, working with LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Carla Carmack Wigen charge for services?

Carla Carmack Wigen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC?

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC has approximately 87 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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