{
  "crd_number": 107341,
  "slug": "lnw-seattle-wa-107341",
  "primary_business_name": "LNW",
  "legal_name": "LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Seattle",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1990-04-27",
  "years_registered": 36,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 12183776067.0,
  "raum_discretionary": 11683938927.0,
  "raum_non_discretionary": 499837140.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 169,
  "advisory_employees": 96,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 115571683.0,
      "count": 19,
      "description": "LIMITED COMPANY"
    },
    "charitable": {
      "raum": 709328042.0,
      "count": 28
    },
    "individuals": {
      "raum": 190367681.0,
      "count": 229
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 7476803.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 111649018.0,
      "count": 1,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 10469228606.0,
      "count": 850
    },
    "pooled_investment_vehicles": {
      "raum": 54201548.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 525952686.0,
      "count": 18
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "ID",
    "IL",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/lnwadvisors",
    "https://lnwadvisors.com",
    "https://vimeo.com/lnwadvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107341",
  "city_as_filed": "SEATTLE",
  "url": "https://advisorcensus.com/firm/lnw-seattle-wa-107341",
  "display_name": "LNW",
  "summary": "LNW is an SEC-registered investment advisory firm in Seattle, WA, registered since 1990, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. LNW (CRD 107341): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is LNW compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), LNW reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does LNW's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.3% to 0.9% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is LNW located?",
      "a": "LNW's principal office is in Seattle, WA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is LNW registered with the SEC or a state?",
      "a": "LNW is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 107341."
    },
    {
      "q": "How much does LNW manage?",
      "a": "LNW reports $12,183,776,067 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary)."
    },
    {
      "q": "How have LNW's assets and staff changed since 2021?",
      "a": "In the Form ADV data for LNW: Regulatory assets under management: $6,572,333,559 in the October 2021 data and $12,183,776,067 in the October 2026 data, up 85%. Total employees: 70 in October 2021 and 169 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does LNW serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (850); individuals (other than high net worth individuals) (229); charitable organizations (28)."
    },
    {
      "q": "Which custodians does LNW use?",
      "a": "LNW'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."
    },
    {
      "q": "Does LNW report any disciplinary disclosures?",
      "a": "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/107341"
    },
    {
      "q": "What changed in LNW's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 93 to 96. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 6572333559.0,
      "total_employees": 70,
      "filing_date": "2021-08-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 7272831284.0,
      "total_employees": 79,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6531453415.0,
      "total_employees": 89,
      "filing_date": "2023-06-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7277109024.0,
      "total_employees": 87,
      "filing_date": "2024-06-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7658280466.0,
      "total_employees": 91,
      "filing_date": "2025-04-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 12183776067.0,
      "total_employees": 169,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 93 to 96.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 58 to 93.",
        "Regulatory assets under management went from $7,658,280,466 to $12,230,221,045 (+60%).",
        "Changed its office addresses in New York, NY.",
        "Added an office in San Francisco, CA.",
        "No longer lists an office in Seattle, WA.",
        "Registered or notice-filed in AK, AZ, ID, MI, MN.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 0.9% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% to 0.9% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Whether charged based on assets under management or as an annual retainer, annual fees typically range between 0.90% and 0.30% of total assets managed by LNW and may be subject to an annual fee minimum or adjustment."
        ]
      }
    ],
    "quotes": [
      "Whether charged based on assets under management or as an annual retainer, annual fees typically range between 0.90% and 0.30% of total assets managed by LNW and may be subject to an annual fee minimum or adjustment."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/lnw-seattle-wa-107341.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 229,
      "fewer_than_5": false,
      "raum": 190367681.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 850,
      "fewer_than_5": false,
      "raum": 10469228606.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 7476803.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 54201548.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 111649018.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 28,
      "fewer_than_5": false,
      "raum": 709328042.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 18,
      "fewer_than_5": false,
      "raum": 525952686.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 19,
      "fewer_than_5": false,
      "raum": 115571683.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107341",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}