SourcingSourcing

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

C31
CRD 107341·SEC 801-36445·SEATTLE, WA
AUM
$12.18B
$1B+
Est. Revenue
$121.8M
@ 1% on AUM
Est. EBITDA
$36.6M
@ 30% margin
Est. Deal Value
$292.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC
CRD
107341
SEC file #
801-36445
EIN
943112753
DBA names
Lnw

Economics

AUM
$12.18B
AUM band
$1B+
AUM trajectory
'20'26
$4.85B → $12.18B▲ +151%
Client mix
Individuals High Net Worth850
Individuals Other229
Charitable Organizations28
Other19
Corporations18

Operations

Employees (total)
169
Advisory staff (per ADV)
96
Advisory staff (5-yr trend)
'20'26
40 advisors → 96 advisors▲ +140%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/lnwadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAIRD NORTON WETHERBY TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
LAIRD NORTON WETHERBY TRUST
Albahary, Ronald, Gerard
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:lairdnorton.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
23,152
Form 5500 Compensation Trajectory 3y
202523,152
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
23,152
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001279627
Edgar Registered
Yes
Edgar Filing Count
101
Edgar First Filing Date
2004-02-11
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
95
Edgar 13f Latest AUM Estimate
Filing Date2025-11-14
Accession0001172661-25-004804
Edgar Former Names
WETHERBY ASSET MANAGEMENT INC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab18
E*trade4
Edgar Addresses
Mailing
801 SECOND AVE, NORTON BLDGSTE 1600SEATTLE, WA 98104
Business
801 SECOND AVE, NORTON BLDGSTE 1600SEATTLE, WA 98104
Edgar EIN
943112753
Edgar Recent Filings
13F-NT2026-05-15 · 0001172661-26-002093
13F-NT2026-02-17 · 0001172661-26-001053
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (54)

54
BAUER, KRISTEN, POWERS
IAR · Executive Officer · 2.5%
5223280
Albahary, Ronald, Gerard
IAR · Executive Officer · 2.5%
2096826
BADAL, JACLYNE, LI'E
Executive Officer · 2.5%
7761017
HALLORAN, LAUREN, EILEEN
Executive Officer · 2.5%
5180033
JANOWSKY, STEPHEN, TODD
Executive Officer · 2.5%
5303706
KEMNER, KAYLA, MARIE
Executive Officer · 2.5%
7940167
DAVID EMANUEL FERGUSON
IAR
6278158
MICHAEL JAMES GRAZIANO
IAR
3128048
Megan Valerie Tom
IAR
6874354
STEVEN PAUL HERZOG
IAR
2135976
JUSTINA TSE-EN LAI
IAR
6250834
KAREN JANE LEECH
IAR
4607513
AMIN ARYA BARADARAN
IAR
7086743
CHRISTINA THOMSEN COVALESKY
IAR
4607048
CHRISTOPHER SHANNON HAUSWIRTH
IAR
1882927
KYLE ALAN WINTERBOTHAM
IAR
6502168
Scott Reid Byrnes
IAR
6583491
MARIA PYATIGORSKY
IAR
5677029
Nicholas Tomo Kanzaki
IAR
6833215
JENNIFER JING CHAN
IAR
7037894
JENNIFER KNOX HICKS
IAR
5284550
Scott Kulwin Dresser
IAR
7950288
Kate Mary Morham
IAR
6653263
Debra Kuang
IAR
7810147
Samia Managhebi Adlesh
IAR
7812400
JOHN KNISELY MELL
IAR
5341882
BRYAN Soo Saeng CASS
IAR
5406042
LEE-NORAH SANZO
IAR
2470819
Kirsten Beck Wisdom
IAR
7709319
NATHANIEL SIBLEY BARNARD
IAR
5093039
LAURA ANN PANTALEO
IAR
7160646
Lyssa Holman
IAR
2839669
LAUREN Michelle WOOD
IAR
6077459
KARI ALISON Frink
IAR
5947079
REBECCA MILES
IAR
6062376
JAMES EARL MAHONEY
IAR
5087303
DAVID CHARLES BAKER
IAR
4799082
JEFFREY STEPHEN SAIN
IAR
5976320
ROSS ANDERSON HENRY
IAR
2955953
Carla Lisseth Avendano
IAR
7035684
Carla Carmack Wigen
IAR
7022516
MONICA NATALIE PADINEANT
IAR
4355887
SUSAN MARIE ZUREK
IAR
6327695
PENNY LEE BUNCH
IAR
6327703
Mariel Diana Mendelsohn
IAR
6778164
CAMERON EDEN RIBLER
IAR
6348541
Matthew Thomas Argyropoulos
IAR
6652000
KATE MCCHESNEY DONNELLY
IAR
4551681
Benjamin Thomas Andrew
IAR
7274812
STEPHEN JOHN GOODWIN
IAR
4245182
Matthew Bryan Boissoneault
IAR
8269588
CODY ALLEN REAVES
IAR
7032707
Nayeli S Sanchez
IAR
6797517
Angie Myers
IAR
7622956