Data / Investment advisers / New York / Laidlaw Wealth Management LLC
Laidlaw Wealth Management LLC, New York, NY: $108 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Laidlaw Wealth Management LLC is an SEC registered investment adviser with its main office in New York, New York and reports $108 million in regulatory assets under management in its Form ADV filed April 27, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 150040
- SEC file number
- 801-112592
- SEC status
- Approved, effective March 9, 2018
- Main office
- 521 Fifth Ave 12th Floor, New York, NY 10175
- Phone
- (212) 953-4910
- Website
- laidlawwealthmanagement.com
- Regulatory AUM
- $108,065,823 in the Form ADV filed April 27, 2026
- Discretionary AUM
- $104,342,179
- Non discretionary AUM
- $3,723,644
- Accounts
- 245
- Employees
- 13, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other Item 11 matters
- Latest Form ADV filing
- April 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $73.8 million |
| Individuals (other than high net worth individuals) | 73 | $22.4 million |
| Charitable organizations | Fewer than 5 | $3.6 million |
| Corporations or other businesses | 5 | $2.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $108.1 million | March 16, 2026 |
| December 1, 2025 | $114.8 million | July 30, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Quick Group LLC | New York | $111.3 million | Not listed | adviserinfo.sec.gov |
| Dumont Global LP | New York | $111 million | 1 | adviserinfo.sec.gov |
| Islet Management, LP | New York | $108.8 million | 1 | adviserinfo.sec.gov |
| Privacore | New York | $108.5 million | Not listed | adviserinfo.sec.gov |
| Greenbrook Management, LLC | New York | $108.5 million | 13 | adviserinfo.sec.gov |
| Amber Road Investors LP | New York | $107 million | 1 | adviserinfo.sec.gov |
| Wallstreeti.Com | New York | $105.2 million | Not listed | adviserinfo.sec.gov |
| Institutional Investment Advisors Corp | New York | $105.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Laidlaw Wealth Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.