# Laminar Wealth LLC

> Laminar Wealth LLC is an SEC-registered investment advisory firm in Clayton, MO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 167867
- Filed as: LAMINAR WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clayton, MO
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167867
- AdvisorCensus page: https://advisorcensus.com/firm/laminar-wealth-llc-clayton-mo-167867

## Quick answers

**How is Laminar Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Laminar Wealth LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Laminar Wealth LLC located?**
Laminar Wealth LLC's principal office is in Clayton, MO, according to its Form ADV.

**Is Laminar Wealth LLC registered with the SEC or a state?**
Laminar Wealth LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 167867.

**How much does Laminar Wealth LLC manage?**
Laminar Wealth LLC reports $131,802,391 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (98% discretionary).

**What types of clients does Laminar Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27).

**Which custodians does Laminar Wealth LLC use?**
Laminar Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Laminar Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167867

**What changed in Laminar Wealth LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $131,802,391
- Discretionary: $128,574,303
- Non-discretionary: $3,228,088

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $762,016 |
| High net worth individuals | 27 | $131,040,375 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- laminarwealth.com
- LinkedIn @laminar-wealth
- LinkedIn @maryoransky
- X @davidoransky
- X @davidoransky

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Laminar Wealth LLC (CRD 167867): Form ADV filing data as of October 2026.