Wetherby Asset Management
Wetherby Asset Management (Laird Norton Wetherby) is a private wealth management and trust services firm founded in 1990, serving high net worth individuals and families across six US offices via an SEC-registered investment adviser and two state-chartered trust companies.
- Company typePrivate
- Founded1990
- HeadquartersSan Francisco, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Wetherby Asset Management does
Wetherby Asset Management, operating as Laird Norton Wetherby (LNW), is a private wealth management and trust services firm founded in 1990 and headquartered in San Francisco, with a primary operational base in Seattle and additional offices in New York, Los Angeles, Philadelphia, and Sioux Falls. The firm is structured around three affiliated legal entities: an SEC-registered investment adviser (Laird Norton Wetherby Wealth Management, LLC) and two state-chartered trust companies in Washington and South Dakota. Its primary customer segment is high net worth individuals and families seeking coordinated, multi-generational wealth management.
The firm's product set spans three integrated service lines: Wealth Management (tax strategies, estate strategies, equity compensation planning, and business ownership advisory), Investment Management (LNW Investment Philosophy, private equity and hedge fund allocations, impact investing, risk management, and tax-aware investing), and Trust Services (beneficiary services, family legacy planning, and trust administration through the affiliated trust companies). Its go-to-market is direct advisory engagement via specialist teams across six US offices, supported by content marketing, LinkedIn, Vimeo, and industry events. Revenue mechanics are fee-based on managed assets, though specific pricing is not publicly disclosed.
The firm's competitive positioning emphasizes a relationship-driven, coordination-hub model that orchestrates clients' external advisors alongside its own specialists, supplemented by differentiated capabilities in impact investing and in-house trust services. The technology stack, AI/ML capabilities, pricing models, and revenue figures are not publicly disclosed, limiting external benchmarking.
Wetherby Asset Management firmographics
Firmographics- Name
- Wetherby Asset Management
- Legal name
- Laird Norton Wetherby Wealth Management, LLC
- Website
- https://wetherby.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Wetherby Asset Management (Laird Norton Wetherby) is a private wealth management and trust services firm founded in 1990, serving high net worth individuals and families across six US offices via an SEC-registered investment adviser and two state-chartered trust companies.
- Ownership category
- akta.pro rank
Wetherby Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)
- akta.pro secondary industries
- Personal & Family Trust Services (FSAAANAA), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Wetherby Asset Management is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
Wetherby Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales
Distribution channels1 record
Marketing channels4 records
Wetherby Asset Management product offering
Product offeringCore offering
Laird Norton Wetherby provides coordinated wealth management, investment management, and trust services to high-net-worth individuals and families. Services encompass tax, estate, and equity compensation planning, business ownership guidance, discretionary portfolio management including private equity, hedge funds, and impact investing, plus fiduciary trust administration delivered through affiliated state-chartered trust companies.
Product overview
Wetherby Asset Management (operating as Laird Norton Wetherby) operates as a unified wealth management and trust services firm offering three integrated service lines: Wealth Management, Investment Management, and Trust Services. The Wealth Management division provides comprehensive financial planning including tax strategies, estate planning, equity compensation, and business ownership guidance. The Investment Management arm delivers portfolio management guided by the LNW Investment Philosophy, encompassing private equity, hedge funds, impact investing, and tax-efficient strategies. The Trust Services unit, provided through affiliated state-chartered trust companies in Washington and South Dakota, offers beneficiary services, family legacy planning, and trust administration. Together, these services are designed to function as an integrated hub coordinating all aspects of high-net-worth financial affairs.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
Companies that use Wetherby Asset Management
Customer profileSegments1 record
Ideal customer profiles1 record
Wetherby Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Wetherby Asset Management partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights3 records
Wetherby Asset Management competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Independent RIA serving HNW clients across the US with comprehensive financial planning and investment management — directly comparable peer in the HNW RIA category.
- Bessemer Trust: Privately-held multi-family office and wealth management firm with deep trust and estate capabilities serving HNW/UHNW families across generations — directly comparable to LNW's integrated wealth + trust model.
- Glenmede: Independent wealth manager and trust company serving HNW families and endowments with integrated investment, trust, and advisory services — closely overlaps LNW's service architecture and target client.
- Abbot Downing (Northern Trust): Northern Trust's UHNW-focused wealth and trust services unit, providing coordinated investment, trust, and family-office solutions — comparable to LNW's HNW/UHNW coordination-hub positioning.
- Cresset Capital: Multi-family office serving HNW/UHNW clients with integrated wealth advisory, alternative investments, and family-office services — directly comparable to LNW's HNW focus and integrated offering.
- Rockefeller Capital Management: Privately-held wealth, asset management, and family-office firm serving HNW/UHNW families with multi-generational advisory — directly comparable to LNW's positioning and target segment.
Broad incumbents
- Goldman Sachs Private Wealth Management: Bulge-bracket private wealth franchise serving UHNW clients with advisory, lending, and alternative investments — overlapping with LNW's UHNW-focused offering but at substantially larger scale.
- Brown Brothers Harriman: Long-standing private bank and wealth manager with significant trust and estate capabilities for HNW families — broader incumbent that overlaps LNW's wealth and trust offerings as part of a larger institutional platform.
- Wilmington Trust (M&T Bank): Bank-affiliated wealth and trust services franchise serving HNW families with integrated investment, trust, and estate planning — overlap with LNW across the wealth and trust value chain.
- BNY Mellon Wealth Management: Large-scale wealth manager with investment management, trust, and private banking capabilities — competing with LNW in the HNW segment but operating at much greater scale and geographic breadth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights6 records
Customer concentration
Wetherby Asset Management social profiles
Digital presenceWetherby Asset Management compliance and trust
Trust signalCompliance1 record
Wetherby Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wetherby Asset Management leadership team
Management profileNumber of profiles
Wetherby Asset Management subsidiaries and ownership
Company hierarchySubsidiaries2 records
Wetherby Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wetherby Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wetherby Asset Management
What does Wetherby Asset Management do?
Laird Norton Wetherby provides coordinated wealth management, investment management, and trust services to high-net-worth individuals and families. Services encompass tax, estate, and equity compensation planning, business ownership guidance, discretionary portfolio management including private equity, hedge funds, and impact investing, plus fiduciary trust administration delivered through affiliated state-chartered trust companies.
Is Wetherby Asset Management a public or private company?
Wetherby Asset Management is a private company. It is classified as unknown and is currently operating.
When was Wetherby Asset Management founded?
Wetherby Asset Management was founded in 1990. It employs 51 to 100 people.
Where is Wetherby Asset Management based?
Wetherby Asset Management is headquartered in San Francisco, United States, in the North America region.
Who are Wetherby Asset Management's main competitors?
Direct peers on record are Mariner Wealth Advisors, Bessemer Trust, Glenmede, Abbot Downing (Northern Trust), Cresset Capital and Rockefeller Capital Management. Broad incumbents are Goldman Sachs Private Wealth Management, Brown Brothers Harriman, Wilmington Trust (M&T Bank) and BNY Mellon Wealth Management.
Does Wetherby Asset Management have an API?
No public API is recorded for Wetherby Asset Management.
What industry is Wetherby Asset Management in?
Wetherby Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight), with a secondary code of FSAAANAA, Personal & Family Trust Services. Its NAICS code is 52394 and its SIC code is 6282.