Laidlaw Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 27, 2026, reports $108M in regulatory assets under management, 13 employees, 3 offices, and 245 accounts.
Assets Under Management
$108M
Employees
13
Offices
3 offices
Total Clients
123
Primary office
NEW YORK, NY
521 FIFTH AVE, 12TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
73
2
HNWI
22.0%
27
3
OTHER
14.6%
18
4
Corporations
4.1%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$108Mas of April 27, 2026
Discretionary96.6%
$104M
97% of total RAUM96.6%
Non-discretionary3.4%
$4M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$108M
Total Accounts245
10Y AUM Change+$77M (+243.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee9:1
10Y Employee Change+11 (+550.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.