Laidlaw Wealth Management LLC
● SEC registered since 2018CRD 150040SEC# 801-112592New York, NY
Reg. AUM
$108.1M
Employees
13
Accounts
245
Location
New York, NY
Laidlaw Wealth Management LLC assets under management
Laidlaw Wealth Management LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2018. It reports $108.1 million in regulatory assets under management and employs 13 people.
Laidlaw Wealth Management LLC owners & executives
7 reported| 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 Buff Trust | Under 5% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Laidlaw Wealth Management LLC manage?
Laidlaw Wealth Management LLC reports $108.1 million in regulatory assets under management on its Form ADV.
How many employees does Laidlaw Wealth Management LLC have?
Laidlaw Wealth Management LLC reports 13 employees.
Where is Laidlaw Wealth Management LLC located?
Laidlaw Wealth Management LLC is based in New York, NY and has been SEC-registered since 2018.
Does Laidlaw Wealth Management LLC disclose fund performance?
Laidlaw Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 | Yes |
Regulatory AUM
$108.1M▼ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$108.1Mregulatory AUM
Discretionary $104.3MNon-discretionary $3.7M