Investment adviser · CRD 107341
LNW
Investment adviser filing (IA)
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC
SEATTLE, WA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $12.2B Form ADV · Item 5.F
- Client accounts
- 6,041 Accounts, not individual clients
- Employees
- 169 Reported in this filing
- Advisory professionals
- 96 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 850 | $10,469,228,606 | 85.9% |
| Charities | 28 | $709,328,042 | 5.8% |
| Corporations & businesses | 18 | $525,952,686 | 4.3% |
| Individuals | 229 | $190,367,681 | 1.6% |
| Other clients | 19 | $115,571,683 | 0.9% |
| Retirement plans | Fewer than 5 | $111,649,018 | 0.9% |
| Pooled investment vehicles | 3 | $54,201,548 | 0.4% |
| Investment companies | 1 | $7,476,803 | 0.1% |
Filing source
Form ADV 2056521 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
RHF III HOLDING COMPANY, LLCPrivate Equity Fund · Last reported Mar 31, 2026$20.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
TAIT, WELLER & BAKER, LLP
PCAOB 445
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-6527726402
- Reported beneficial owners
- 54
- Minimum commitment
- $250K
- Form D file number
- 021-392798
Form ADV 2056521 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LNWM RENEWABLE POWER FUND, LP (B)Private Equity Fund · Last reported Mar 31, 2026$18.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY, LLP
PCAOB 23
Fund details & source
- Fund ID
- 805-6943351562
- Reported beneficial owners
- 29
- Minimum commitment
- $250K
- Form D file number
- 021-283922
Form ADV 2056521 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LRHF II HOLDING COMPANY, LLCPrivate Equity Fund · Last reported Mar 31, 2026$15MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
TAIT, WELLER & BAKER, LLP
PCAOB 445
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-2717107307
- Reported beneficial owners
- 48
- Minimum commitment
- $250K
- Form D file number
- 021-298125
Form ADV 2056521 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
801 SECOND AVENUE, SUITE 1600SEATTLE, WA, 98104, United States
CRD 107341
Filing source
Form ADV 2056521 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.