Overview
Assets Under Management: $530 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 28
Average Client Assets: $3 million
Frequently Asked Questions
LAIDLAW WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150040), LAIDLAW WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
LAIDLAW WEALTH MANAGEMENT LLC is headquartered in NEW YORK, NY.
LAIDLAW WEALTH MANAGEMENT LLC serves 28 high-net-worth clients according to their SEC filing dated December 19, 2024. View client details ↓
According to their SEC Form ADV, LAIDLAW WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LAIDLAW WEALTH MANAGEMENT LLC manages $530 million in client assets according to their SEC filing dated December 19, 2024.
According to their SEC Form ADV, LAIDLAW WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.61
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,171
Discretionary Accounts: 1,128
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 150040
Last Filing Date: 2024-12-19 00:00:00
Website: https://laidlawltd.com