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LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC, CRD 107341
SEATTLE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| KAREN JANE LEECH | n/a | SAN FRANCISCO, CA | 23 | 25 | n/a | no |
| CHRISTINA THOMSEN COVALESKY | Certified Financial Planner | SAN FRANCISCO, CA | 23 | 24 | n/a | no |
| JOHN KNISELY MELL | Certified Financial Planner|Chartered Financial Analyst | SEATTLE, WA | New York, NY | 18 | 19 | n/a | no |
| JUSTINA TSE-EN LAI | n/a | San Francisco, CA | 10 | 13 | 1 | no |
| JENNIFER KNOX HICKS | Certified Financial Planner | San Francisco, CA | 10 | 12 | n/a | no |
| Scott Reid Byrnes | n/a | San Francisco, CA | 10 | 19 | n/a | no |
| KYLE ALAN WINTERBOTHAM | n/a | SAN FRANCISCO, CA | 10 | 20 | n/a | no |
| Nicholas Tomo Kanzaki | Certified Financial Planner | San Francisco, CA | 8 | 10 | n/a | no |
| Megan Valerie Tom | Certified Financial Planner | New York, NY | 8 | 11 | n/a | no |
| CAMERON EDEN RIBLER | Certified Financial Planner | New York, NY | 8 | 10 | n/a | no |
| JENNIFER JING CHAN | Chartered Financial Analyst | San Francisco, CA | 7 | 10 | n/a | no |
| MARIA PYATIGORSKY | Chartered Financial Analyst | San Francisco, CA | 7 | 10 | n/a | no |
| AMIN ARYA BARADARAN | Chartered Financial Analyst | San Francisco, CA | 7 | 11 | n/a | no |
| LAURA ANN PANTALEO | n/a | San Francisco, CA | 7 | 17 | n/a | no |
| MATTHEW Henry KOLAKOWSKI | Certified Financial Planner | New York, NY | SEATTLE, WA | 3 | 11 | 2 | no |
| BRYAN Soo Saeng CASS | Certified Financial Planner | SEATTLE, WA | New York, NY | 3 | 12 | 1 | no |
| LAUREN Michelle WOOD | Certified Financial Planner | SEATTLE, WA | 3 | 14 | n/a | no |
| Debra Kuang | Certified Financial Planner | SEATTLE, WA | 3 | 13 | n/a | no |
| Scott Kulwin Dresser | n/a | New York, NY | 2 | 13 | n/a | no |
| Mariel Diana Mendelsohn | n/a | SEATTLE, WA | 1 | 12 | 1 | no |
| DAVID EMANUEL FERGUSON | Certified Financial Planner | SAN FRANCISCO, CA | 1 | 19 | n/a | no |
| MICHAEL JAMES GRAZIANO | Certified Financial Planner | SAN FRANCISCO, CA | 1 | 27 | n/a | no |
| STEVEN PAUL HERZOG | Certified Financial Planner | SAN FRANCISCO, CA | 0 | 32 | 1 | no |
| Kate Mary Morham | Certified Financial Planner | SEATTLE, WA | Salt Lake City, UT | 0 | 12 | n/a | no |
| Samia Managhebi Adlesh | Certified Financial Planner | SEATTLE, WA | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| RHF III HOLDING COMPANY, LLC | Private Equity Fund | $20.8M | Mar 31, 2026 | 54 | Mar 31, 2021 | reported | 021-392798 |
| LRHF II HOLDING COMPANY, LLC | Private Equity Fund | $15.0M | Mar 31, 2026 | 48 | Mar 30, 2018 | reported | 021-298125 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Albahary, Ronald, Gerard | CHIEF INVESTMENT OFFICER | Na | yes | 10/2022 | Mar 31, 2026 | Mar 31, 2026 |
| BADAL, JACLYNE, LI'E | CHIEF OPERATING OFFICER & GENERAL COUNSEL | Na | yes | 01/2026 | Mar 31, 2026 | Mar 31, 2026 |
| BAUER, KRISTEN, POWERS | Ceo | Na | yes | 01/2022 | Mar 31, 2026 | Mar 31, 2026 |
| HALLORAN, LAUREN, EILEEN | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2021 | Mar 31, 2026 | Mar 31, 2026 |
| JANOWSKY, STEPHEN, TODD | VICE CHAIR | Na | yes | 01/2026 | Mar 31, 2026 | Mar 31, 2026 |
| KEMNER, KAYLA, MARIE | CHIEF FINANCIAL OFFICER | Na | yes | 06/2024 | Mar 31, 2026 | Mar 31, 2026 |
| LAIRD NORTON WETHERBY TRUST | Member | E | yes | 12/2021 | Mar 31, 2026 | Mar 31, 2026 |
| HICKS, TREVOR, JAMES | CHIEF TECHNOLOGY OFFICER | Na | yes | 05/2020 | May 13, 2020 | Jun 28, 2024 |
| LAIRD NORTON COMPANY LLC | Memeber | D | yes | 12/2021 | Jan 21, 2022 | Jun 28, 2024 |
| LAIRD NORTON ENTERPRISES INC | Member | D | yes | 12/2021 | Jan 21, 2022 | Jun 28, 2024 |
| LAIRD NORTON WETHERBY TRUST COMPANY, LLC | Member | E | yes | 12/2021 | Jan 12, 2024 | Jun 28, 2024 |
| LNW EQUITY LP | Member | C | yes | 12/2021 | Jan 12, 2024 | Jun 28, 2024 |
| MCKERNEY, BRANDON, TIMOTHY | CHIEF OPERATING OFFICER | Na | yes | 04/2024 | May 17, 2024 | Jun 28, 2024 |
| WETHERBY, DEBRA, LEE | FOUNDER & WEALTH MANAGER | Na | yes | 02/1990 | Mar 26, 2012 | Jun 28, 2024 |
| LNW EQUITY GP LLC | Member | C | no | 12/2021 | Jan 12, 2024 | Jun 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| LNW WEALTH MANAGEMENT, LLC | n/a | Former SEC adviser | $4.5B | N | yes | n/a |
| LAIRD NORTON WETHERBY TRUST COMPANY, LLC | n/a | n/a | n/a | Y | yes | n/a |
| LNW TRUST COMPANY OF SOUTH DAKOTA, LLC. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 7 | no |
| LOS ANGELES | CA | United States | 4 | no |
| Seattle | Wa | United States | 4 | no |
| Radnor | Pa | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $12B | $12B | 169 | 96 | 4 | 3 | n/a |
| 2024 | Apr 1, 2025 | $7.7B | $7.4B | 91 | 58 | 4 | 2 | n/a |
| 2023 | Mar 29, 2024 | $7.3B | $7.0B | 87 | 62 | 4 | 2 | $35.8M |
| 2022 | Mar 31, 2023 | $6.5B | $6.3B | 89 | 47 | 3 | 2 | $35.8M |
| 2021 | Mar 30, 2022 | $7.3B | $7.0B | 79 | 59 | 2 | 2 | $35.8M |
| 2020 | Mar 31, 2021 | $6.6B | $6.1B | 70 | 56 | 2 | 2 | $14.8M |
| 2019 | Mar 30, 2020 | $5.3B | $5.1B | 69 | 42 | 2 | 1 | $14.8M |
| 2018 | Mar 29, 2019 | $4.9B | $4.6B | 69 | 40 | 1 | 1 | $15.0M |
| 2017 | Mar 30, 2018 | $4.7B | $4.5B | 64 | 33 | 1 | 1 | $15.0M |
| 2016 | Mar 31, 2017 | $4.3B | $4.1B | 65 | 36 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $3.8B | $3.6B | 60 | 36 | n/a | n/a | n/a |
| 2014 | Mar 26, 2015 | $3.8B | $3.6B | 59 | 35 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $3.6B | $3.5B | 56 | 32 | n/a | n/a | n/a |
| 2012 | Mar 4, 2013 | $3.4B | $3.2B | 56 | 29 | n/a | n/a | n/a |
| 2011 | Mar 26, 2012 | $3.0B | $2.9B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 1 | 2 | 1.7% | 2 | 0 | 0 | 4 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $12B | $7.7B | 59.1% | $6.5B | 23.1% | 169 | 91 | 4 | 4 |