Unclaimed Profile

Michael Lawrence Alpert

WETHERBY ASSET MANAGEMENT·SAN FRANCISCO, California

Series 7, Series 66Clean record23 years registeredWETHERBY ASSET MANAGEMENT

417 MONTGOMERY ST, SAN FRANCISCO, CA 94104CRD# 4634236Firm CRD# 107341

Profile Verification

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

Identity

Michael Lawrence Alpert · SAN FRANCISCO, CA

Registration

CRD #4634236 · WETHERBY ASSET MANAGEMENT · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WETHERBY ASSET MANAGEMENT

ICONIQ CAPITAL, LLC

Feb 2014 – Jan 2025

SAN FRANCISCO, CA

WETHERBY ASSET MANAGEMENT

Dec 2008 – Dec 2013

SAN FRANCISCO, CA

CSI CAPITAL MANAGEMENT INC

Feb 2003 – Aug 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 25, 2003

Years registered · 23

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 Michael Lawrence Alpert offer?

Michael Lawrence Alpert specializes in Financial Planning, Investment Management, Retirement Planning.

What are Michael Lawrence Alpert's credentials?

Michael Lawrence Alpert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lawrence Alpert located?

Michael Lawrence Alpert is based in SAN FRANCISCO, California, last registered with WETHERBY ASSET MANAGEMENT.

How does Michael Lawrence Alpert charge for services?

Michael Lawrence Alpert'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 WETHERBY ASSET MANAGEMENT?

WETHERBY ASSET MANAGEMENT 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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