| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Rhf III Holding Company, LLC | Private Equity | $20.8M | $250K |
| Lrhf II Holding Company, LLC | Private Equity | $15M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Debra Lee Wetherby Control | Founder & Wealth Manager | Under 5% | 1990 |
| Jaclyne Li'E Badal Control | General Counsel | Under 5% | 2023 |
| Kayla Marie Kemner Control | Chief Financial Officer | Under 5% | 2024 |
Laird Norton Wetherby Wealth Management, LLC reports $7.7 billion in regulatory assets under management on its Form ADV.
Laird Norton Wetherby Wealth Management, LLC manages 2 private funds with combined gross assets of $35.8 million.
Laird Norton Wetherby Wealth Management, LLC reports 91 employees.
Laird Norton Wetherby Wealth Management, LLC is based in San Francisco, CA and has been SEC-registered since 1990.
Laird Norton Wetherby Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 580 California St., San Francisco, CA 94104 |
| Phone | 206-464-5100 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $7.41B |
| Non-discretionary | $251.6M |
| Total (RAUM) | $7.66B |