Unclaimed Profile

Debra Lee Wetherby

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

Series 3, Series 5, Series 7, Series 15, Series 63Clean record22 years registeredLAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

580 CALIFORNIA ST., SAN FRANCISCO, CA 94104CRD# 1284222Firm CRD# 107341

Profile Verification

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

Identity

Debra Lee Wetherby · SAN FRANCISCO, CA

Registration

CRD #1284222 · LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

LNW

Sep 2003 – Jun 2025

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 15

Series 63

Registration record

First registered · September 3, 2003

Years registered · 22

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 Debra Lee Wetherby offer?

Debra Lee Wetherby specializes in Financial Planning, Investment Management, Retirement Planning.

What are Debra Lee Wetherby's credentials?

Debra Lee Wetherby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Debra Lee Wetherby located?

Debra Lee Wetherby is based in SAN FRANCISCO, California, last registered with LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC.

How does Debra Lee Wetherby charge for services?

Debra Lee Wetherby'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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