| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Shtaynberger Control | Chief Compliance Officer | Under 5% | 2025 |
| Arthur Jarrod Daponte | Cfo | Under 5% | 2025 |
| John Payson Tesei Control | Trustee Of The Garnet Trust | Under 5% | 2009 |
Laidlaw Wealth Management LLC reports $114.8 million in regulatory assets under management on its Form ADV.
Laidlaw Wealth Management LLC reports 15 employees.
Laidlaw Wealth Management LLC is based in New York, NY and has been SEC-registered since 2018.
Laidlaw Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 521 Fifth Ave, 12th Floor, New York, NY 10175 |
| Phone | 212-953-4910 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $111.3M |
| Non-discretionary | $3.4M |
| Total (RAUM) | $114.8M |