Laird Norton Wetherby Wealth Management, Llc
SEC-registered
Multi-Family Office · Large ($10B–$100B)
CRD 107341
· SEC file 801-36445
· Seattle, WA
· www.linkedin.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $12.2B
- Discretionary
- $11.7B
- Clients
- 1,149
- Avg AUM / client
- $10.6M
- Accounts
- 6,041
- Employees
- 169
AUM over time
$3.0B
$12.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 229 | $190M | 1.56% |
| High net worth individuals | 850 | $10.5B | 85.9% |
| Investment companies | 1 | $7.5M | 0.06% |
| Pooled investment vehicles (non-investment companies) | 3 | $54.2M | 0.44% |
| Pension and profit sharing plans | 1 | $112M | 0.92% |
| Charitable organizations | 28 | $709M | 5.82% |
| Corporations and other businesses | 18 | $526M | 4.32% |
| Other | 19 | $116M | 0.95% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $35.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Rhf Iii Holding Company, Llc | Private Equity Fund | Colorado | $20.8M | 54 |
| Lrhf Ii Holding Company, Llc | Private Equity Fund | Colorado | $15.0M | 48 |
People (63)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wetherby, Debra, Lee | Founder & Wealth Manager | Feb 1990 (37y) | Less than 5% | |
| Janowsky, Stephen, Todd | President | Jul 2005 (21y) | Less than 5% | |
| Hicks, Trevor, James | Chief Technology Officer | May 2020 (6y) | Less than 5% | |
| Halloran, Lauren, Eileen | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Kristen Powers Bauer | Ceo | Personal Financial Specialist | Jan 2022 (5y) | Less than 5% |
| Ronald Gerard Albahary | Chief Investment Officer | CFA | Oct 2022 (4y) | Less than 5% |
| Badal, Jaclyne, Li'e | General Counsel | May 2023 (3y) | Less than 5% | |
| Brandon Timothy Mckerney | Chief Operating Officer | CFP | Apr 2024 (2y) | Less than 5% |
| Kemner, Kayla, Marie | Chief Financial Officer | Jun 2024 (2y) | Less than 5% | |
| Karen Jane Leech | Registered representative | Mar 2003 (23y) | ||
| Christina Thomsen Covalesky | Registered representative | CFP | Mar 2003 (23y) | |
| John Knisely Mell | Registered representative | CFP CFA | Apr 2008 (18y) | |
| Justina Tse En Lai | Registered representative | Sep 2015 (11y) | ||
| Jennifer Knox Hicks | Registered representative | Jan 2016 (11y) | ||
| Scott Reid Byrnes | Registered representative | Mar 2016 (10y) | ||
| Kyle Alan Winterbotham | Registered representative | Mar 2016 (10y) | ||
| Nicholas Tomo Kanzaki | Registered representative | CFP | Oct 2017 (9y) | |
| Megan Valerie Tom | Registered representative | CFP | Nov 2017 (9y) | |
| Cameron Eden Ribler | Registered representative | CFP | Jul 2018 (8y) | |
| Jennifer Jing Chan | Registered representative | CFA | Dec 2018 (8y) | |
| Maria Pyatigorsky | Registered representative | CFA | Mar 2019 (7y) | |
| Amin Arya Baradaran | Registered representative | CFA | Apr 2019 (7y) | |
| Laura Ann Pantaleo | Registered representative | Sep 2019 (7y) | ||
| Matthew Henry Kolakowski | Registered representative | CFP | Sep 2023 (3y) | |
| Bryan Soo Saeng Cass | Registered representative | CFP | Sep 2023 (3y) | |
| Debra Kuang | Registered representative | CFP | Sep 2023 (3y) | |
| Lauren Michelle Wood | Registered representative | CFP | Sep 2023 (3y) | |
| Scott Kulwin Dresser | Registered representative | Aug 2024 (2y) | ||
| Mariel Diana Mendelsohn | Registered representative | Jan 2025 (2y) | ||
| David Emanuel Ferguson | Registered representative | CFP | Apr 2025 (1y) | |
| Michael James Graziano | Registered representative | CFP | Jul 2025 (1y) | |
| Kate Mary Morham | Registered representative | CFP | Nov 2025 (1y) | |
| Steven Paul Herzog | Registered representative | CFP | Nov 2025 (1y) | |
| Samia Managhebi Adlesh | Registered representative | CFP | Nov 2025 (1y) | |
| Christopher Shannon Hauswirth | Registered representative | Nov 2025 (1y) | ||
| Angie Myers | Registered representative | CFP | Dec 2025 (1y) | |
| Benjamin Thomas Andrew | Registered representative | CFP | Dec 2025 (1y) | |
| Cassandra Grace Brown | Registered representative | CFP | Dec 2025 (1y) | |
| Christopher John Certo | Registered representative | CFP | Dec 2025 (1y) | |
| Cody Allen Reaves | Registered representative | CFP | Dec 2025 (1y) | |
| Carla Carmack Wigen | Registered representative | Dec 2025 (1y) | ||
| Carla Lisseth Avendano | Registered representative | Dec 2025 (1y) | ||
| David Charles Baker | Registered representative | CFA | Dec 2025 (1y) | |
| Diana Suzanne Shiner | Registered representative | Dec 2025 (1y) | ||
| James Earl Mahoney | Registered representative | Dec 2025 (1y) | ||
| Jeffrey Stephen Sain | Registered representative | CFP | Dec 2025 (1y) | |
| Kari Alison Frink | Registered representative | CFP | Dec 2025 (1y) | |
| Kate Mcchesney Donnelly | Registered representative | CFP | Dec 2025 (1y) | |
| Kirsten Beck Wisdom | Registered representative | Dec 2025 (1y) | ||
| Lauren Paige Martin | Registered representative | CFP | Dec 2025 (1y) | |
| Lee Norah Sanzo | Registered representative | Dec 2025 (1y) | ||
| Monica Natalie Padineant | Registered representative | CFP | Dec 2025 (1y) | |
| Matthew Thomas Argyropoulos | Registered representative | CFP | Dec 2025 (1y) | |
| Nathaniel Sibley Barnard | Registered representative | CFA | Dec 2025 (1y) | |
| Nayeli S Sanchez | Registered representative | CFP | Dec 2025 (1y) | |
| Penny Lee Bunch | Registered representative | Dec 2025 (1y) | ||
| Rebecca Miles | Registered representative | CFP | Dec 2025 (1y) | |
| Ross Anderson Henry | Registered representative | CFP | Dec 2025 (1y) | |
| Stephen John Goodwin | Registered representative | Dec 2025 (1y) | ||
| Susan Marie Zurek | Registered representative | Dec 2025 (1y) | ||
| Matthew Bryan Boissoneault | Registered representative | May 2026 (0y) | ||
| Thomas Donaca Petroff | Registered representative | May 2026 (0y) | ||
| Ryan Sprayberry | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Laird Norton Wetherby Trust Company, Llc | Member | Dec 2021 | A | 75% or more |
| Laird Norton Enterprises Inc | Member | Dec 2021 | B | ≈ 37.5% – 75% via Laird Norton Wetherby Trust Company, Llc |
| Laird Norton Company Llc | Memeber | Dec 2021 | B | ≈ 18.75% – 56.25% via Laird Norton Enterprises Inc |
| Lnw Equity Lp | Member | Dec 2021 | B | ≈ 18.75% – 50% via Laird Norton Wetherby Trust Company, Llc |
| Lnw Equity Gp Llc | Member | Dec 2021 | B | ≈ 4.69% – 25% via Lnw Equity Lp |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Laird Norton Enterprises Inc: 50% – 75% of Laird Norton Wetherby Trust Company, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Laird Norton Company Llc: 50% – 75% of Laird Norton Enterprises Inc × 50% – 75% of Laird Norton Wetherby Trust Company, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Lnw Equity Lp: 25% – 50% of Laird Norton Wetherby Trust Company, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Lnw Equity Gp Llc: 25% – 50% of Lnw Equity Lp × 25% – 50% of Laird Norton Wetherby Trust Company, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $35.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Rhf Iii Holding Company, Llc | Private Equity Fund | $20.8M | $250K | 54 |
| Lrhf Ii Holding Company, Llc | Private Equity Fund | $15.0M | $250K | 48 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.69 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $9.8B (80% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗