LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

LNW
SAN FRANCISCO, California·28 registered advisors·CRD# 107341
SEC# 801-364454(415) 399-9159
01

Firm Overview

AUM
$7.3B
Regulatory assets under management
Employees
87
Total firm employees
Advisors
28
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

28 registered advisors
Allan Kirk Jacobi
SAN FRANCISCO, California
Andrew George Pratt
SAN FRANCISCO, California
Brandon Timothy Mckerney
SAN FRANCISCO, California
Carla Carmack Wigen
SAN FRANCISCO, California
Christina Thomsen Covalesky
SAN FRANCISCO, California
Conrad H. Gehrmann
SAN FRANCISCO, California
Darrell Adams
SAN FRANCISCO, California
David Emanuel Ferguson
SAN FRANCISCO, California
David Lucien Redo
SAN FRANCISCO, California
Debra Lee Wetherby
SAN FRANCISCO, California
Jaclyne Li'e Badal
SAN FRANCISCO, California
Jennifer Knox Hicks
SAN FRANCISCO, California
John Knisely Mell
SAN FRANCISCO, California
Joseph Kayvon Khamsehpour
SAN FRANCISCO, California
Justina Tse-En Lai
SAN FRANCISCO, California
Karen Tippleston Leech
SAN FRANCISCO, California
Kayla Marie Kemner
SAN FRANCISCO, California
Kristen Powers Bauer
SAN FRANCISCO, California
Kyle Alan Winterbotham
SAN FRANCISCO, California
Lauren Eileen Halloran
SAN FRANCISCO, California
Leslie Ann Harrison
SAN FRANCISCO, California
Michael James Graziano
SAN FRANCISCO, California
Michael Lawrence Alpert
SAN FRANCISCO, California
Ronald Gerard Albahary
SAN FRANCISCO, California
Samuel Richard Karetsky
SAN FRANCISCO, California
Stephen Todd Janowsky
SAN FRANCISCO, California
Steven Paul Herzog
SAN FRANCISCO, California
Trevor James Hicks
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
28 advisors

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Data sourced from SEC Form ADV filings. LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC (CRD# 107341) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.