Laird Norton Wealth Management Review

Trust Score 97%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Laird Norton Wealth Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 30 advisors. Laird Norton Wealth Management manages $1.6 billion and provides investment advisory services for 334 clients (1:12 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $3,000,000
Average Client Balance $4,858,148
Hybrid Advisor No
Disciplinary History No
Total AUM $1.6 billion
Advisor / Client Ratio 1:12
Headquarters Seattle, WA
SEC Filings Forms and Brochures    (CRD # 113400)
State(s) Registered CA, CO, NE, OR, TX, WA

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