Unclaimed Profile

Conrad H. Gehrmann

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

Series 2, Series 7, Series 24, Series 31, Series 63, Series 65Clean record25 years registeredLAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

580 CALIFORNIA ST., SAN FRANCISCO, CA 94104CRD# 2620642Firm CRD# 107341

Profile Verification

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

Identity

Conrad H. Gehrmann · SAN FRANCISCO, CA

Registration

CRD #2620642 · LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

LNW

Dec 2025 – May 2026

SEATTLE, WA

LNW

Dec 2020 – Dec 2025

SEATTLE, WA

FILAMENT, LLC

Jan 2016 – Dec 2020

SEATTLE, WA

FILAMENT, LLC

May 2006 – Dec 2015

SEATTLE, WA

QUELLOS PRIVATE CAPITAL MARKETS, L.P.

Jul 2005 – Apr 2006

SEATTLE, WA

QUELLOS FIXED INCOME ADVISORS LLC

Nov 2000 – Mar 2004

SEATTLE, WA

QUELLOS CAPITAL MANAGEMENT LP

Nov 2000 – Apr 2006

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · November 3, 2000

Years registered · 25

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 Conrad H. Gehrmann offer?

Conrad H. Gehrmann specializes in Financial Planning, Investment Management, Retirement Planning.

What are Conrad H. Gehrmann's credentials?

Conrad H. Gehrmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Conrad H. Gehrmann located?

Conrad H. Gehrmann is based in SAN FRANCISCO, California, last registered with LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC.

How does Conrad H. Gehrmann charge for services?

Conrad H. Gehrmann'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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