Overview
Assets Under Management: $132 million
Headquarters: CLAYTON, MO
High-Net-Worth Clients: 27
Average Client Assets: $4.9 million
Frequently Asked Questions
LAMINAR WEALTH 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 #167867), LAMINAR WEALTH LLC is subject to fiduciary duty under federal law.
LAMINAR WEALTH LLC is headquartered in CLAYTON, MO.
LAMINAR WEALTH LLC serves 27 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, LAMINAR WEALTH LLC offers financial planning and portfolio management for individuals. View all service details ↓
LAMINAR WEALTH LLC manages $132 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, LAMINAR WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.42%
Average Client Assets: $4.9 million
Total Client Accounts: 183
Discretionary Accounts: 177
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 167867
Filing ID: 2088750
Last Filing Date: 2026-03-31 10:19:04