Laird Norton Wetherby

EST. AUM
$12,230,221,045

CONTACTS
37

CLIENT ACCOUNTS
6,068

Firm Details

Metro area San Francisco
CRD Number 107341
Website lnwadvisors.com
Client types

Overview

Wetherby Asset Management and Laird Norton merged in 2022. Wetherby is headquartered in San Francisco with offices in NYC and LA. They were founded in 1990 and are 100% privately owned. Laird Norton Wealth Management and Wetherby Asset Management have merged to form a firm managing over $15 billion in client assets. The merger combines Laird Norton's Seattle-based operations with Wetherby's presence in San Francisco, Los Angeles, and New York, enhancing their reach and capabilities. This newly formed entity specializes in serving high- and ultra-high-net-worth families, offering services including impact investing, private equity, alternative investments, trust services, estate planning, philanthropic advising, and more. The firms will retain their respective names post-merger and continue to leverage their combined expertise to offer expanded services and investment opportunities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Laird Norton Wetherby

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