LAIDLAW WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2018

Total AUM

$108M

Discretionary

$104M

97% of AUM

Avg account

$441K

Accounts

245

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 150040
Registered since: March 9, 2018
Website: laidlawwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.26%
Individuals20.76%
Other4.98%
Charitable Organizations3.35%
Corporations / Businesses2.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Laidlaw Wealth Management LLC is an SEC-registered investment adviser formed as an LLC in 2018 that serves both individual/family clients and institutions. The firm functions as a capital allocator—constructing portfolios internally and by selecting external managers—and offers financial planning and portfolio management for individuals, small businesses and larger business or institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports ownership that includes individual and foreign-entity stakeholders and maintains affiliations in the financial services industry, including relationships with a broker-dealer, another investment adviser and an insurance company. Laidlaw identifies itself as a non-ESG active investor.