lnwm
Laird Norton Wetherby is a privately held, SEC-registered wealth management and trust services firm serving high-net-worth individuals and families across six US offices (Seattle, San Francisco, New York, Los Angeles, Philadelphia, Sioux Falls), delivering integrated investment advisory, estate planning, and trust administration through in-house state-chartered trust companies.
- Company typePrivate
- Founded-
- HeadquartersSeattle, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What lnwm does
Laird Norton Wetherby (LNW) is a privately held, SEC-registered investment advisory firm headquartered in Seattle that delivers integrated wealth management, investment management, and trust services to high-net-worth individuals and families across the United States. The firm operates through three legal entities: Laird Norton Wetherby Wealth Management, LLC (the SEC-registered investment adviser), Laird Norton Wetherby Trust Company, LLC (Washington state-chartered), and LNW Trust Company of South Dakota, LLC (South Dakota state-chartered), allowing it to bundle investment advisory with in-house trust administration under one fiduciary roof.
The firm's service offering spans tax planning, estate and multi-generational wealth transfer strategies, equity compensation advisory, business-owner liquidity/succession planning, discretionary investment management (including alternative investments such as private equity and hedge funds), impact investing, risk and trust administration, and family legacy/beneficiary services. Distribution is exclusively direct and consultative: six staffed offices in Seattle, San Francisco, New York, Los Angeles, Philadelphia (Radnor), and Sioux Falls deliver relationship-led sales and ongoing servicing, supported by a content-driven marketing effort (blog, press, LinkedIn, Vimeo) and referral-based acquisition through professional networks. Revenue mechanics are not publicly disclosed but are consistent with an AUM-based or hybrid advisory fee model billed annually, with custom quote-based pricing for HNW engagements.
LNW positions its differentiation around personalized specialist coordination, functioning as the "hub" that orchestrates clients' attorneys, accountants, and other advisors, and around a values-aligned investment capability including an "industry-leading impact investing operation." Underlying technology and AI/automation capabilities are not disclosed in source materials; the firm's competitive posture is built on human advisory talent, regulatory breadth (investment adviser plus two trust charters), and deep multi-generational client relationships rather than on a proprietary technology platform.
lnwm firmographics
Firmographics- Name
- lnwm
- Legal name
- Laird Norton Wetherby Wealth Management, LLC
- Website
- https://lnwm.com
- Company type
- Private
- Operating status
- Operating
- Short description
- Laird Norton Wetherby is a privately held, SEC-registered wealth management and trust services firm serving high-net-worth individuals and families across six US offices (Seattle, San Francisco, New York, Los Angeles, Philadelphia, Sioux Falls), delivering integrated investment advisory, estate planning, and trust administration through in-house state-chartered trust companies.
- Ownership category
- akta.pro rank
lnwm industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- High-Net-Worth (HNW) Private Banking (FSABADAB), Private Client/High-Net-Worth Advisory (FSAEAAAN), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Discretionary Portfolio Management (DPM) (FSAAABAC)
Keywords
Where lnwm is headquartered
LocationHeadquarters
- HQ city
- Seattle
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
lnwm business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Wealth Management Advisory Fees: Fee-based wealth management services for high net worth clients. The firm is registered as an investment adviser with the SEC and operates trust companies, suggesting an advisory fee structure based on assets under management or flat/negotiated fees for comprehensive wealth management services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom pricing based on client needs and assets under management |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
lnwm product offering
Product offeringCore offering
LNW provides comprehensive, coordinated wealth management, investment management, and trust services to high-net-worth individuals and families. Its core offerings span tax strategies, estate planning, equity compensation advisory, alternative investments (private equity and hedge funds), impact investing, and trust administration delivered through affiliated state-chartered trust companies. The firm functions as a coordinating hub for clients' broader professional teams of attorneys and accountants.
Product overview
LNW (Laird Norton Wetherby) operates as a unified wealth management advisory firm offering three integrated core service lines: Wealth Management (encompassing tax strategies, estate planning, equity compensation, and business ownership advisory), Investment Management (including the LNW Investment Philosophy, alternative investments such as private equity and hedge funds, impact investing, risk management, and tax-aware investing), and Trust Services (comprising beneficiary services, family legacy planning, and trust administration through affiliated state-chartered trust companies). The firm provides coordinated, comprehensive wealth management through a team of specialists serving high net worth individuals and families.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive wealth management services for high-net-worth individuals and families, including tax strategies, estate planning, equity compensation advisory, and wealth management for business owners.
- Investment Management Investment management services encompassing the LNW Investment Philosophy, private equity and hedge funds, impact investing, risk management, and tax-aware investing.
- Trust Services Trust services including beneficiary services, family legacy planning, and trust administration through affiliated trust companies.
Companies that use lnwm
Customer profileSegments3 records
Ideal customer profiles3 records
lnwm technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
lnwm partnerships and signals
Strategic signalScale indicators2 records
Recent moves1 record
Expansion highlights4 records
lnwm competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Privately held, family-office-style wealth and investment management firm serving HNW/UHNW multigenerational families. Directly comparable to LNW in combining investment management, trust services, and tax/estate planning under one independent brand.
- Glenmede: Independent, employee-owned investment and wealth management firm with in-house trust capabilities serving HNW/UHNW families and foundations. Highly comparable to LNW in client segment, integrated trust plus investment model, and independent ownership structure.
- Brown Brothers Harriman (BBH Wealth Management): Long-standing private partnership offering private banking, investment management, and trust/estate services to HNW/UHNW individuals and families. Comparable to LNW across the integrated wealth/trust offering and relationship-driven HNW go-to-market.
- Rockefeller Capital Management: Independent wealth management firm serving UHNW and HNW families with multi-family-office capabilities including investment management, trust, and estate planning. Highly comparable to LNW in target client and integrated service stack.
- Mariner Wealth Advisors: Independent national RIA providing comprehensive wealth advisory, investment management, tax, and trust services to HNW clients across multiple US offices. Closely parallels LNW's multi-office, multi-service, independent RIA model.
- Cambridge Associates: Private investment advisory firm providing discretionary portfolio management, alternative investments (PE/hedge funds), and wealth planning to HNW families and endowments. Comparable to LNW in investment philosophy emphasis and alternative-investing capability.
Broad incumbents
- Northern Trust Wealth Management: Large, publicly traded bank with a substantial wealth management business offering investment management, trust, and private banking to UHNW/HNW clients. Comparable to LNW in service breadth but operates at materially greater scale and with deposit-taking capabilities.
- Goldman Sachs Private Wealth Management: Wealth management division of a global investment bank serving UHNW and HNW clients with advisory, lending, alternative investments, and trust services. Comparable to LNW in serving HNW/UHNW with alternatives and planning, but at vastly larger scale and with bank balance sheet.
- First Republic Private Wealth Management (now part of JPMorgan Private Bank): Private banking and wealth management franchise historically serving HNW individuals and business owners with relationship-driven advisory. Comparable to LNW in HNW private client focus and personal service model, though acquired into a much larger institution.
Emerging players
- Creative Planning: Large, fast-growing independent RIA offering wealth management, tax, estate, and investment services across many US offices. Comparable to LNW in independent-wealth-management positioning but differentiates via broader mass-affluent reach and aggressive M&A growth strategy.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
lnwm social profiles
Digital presencelnwm financial estimates
Financial estimateRevenue estimate
Valuation estimate
lnwm leadership team
Management profileNumber of profiles
lnwm subsidiaries and ownership
Company hierarchySubsidiaries2 records
lnwm funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
lnwm 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 lnwm
What does lnwm do?
LNW provides comprehensive, coordinated wealth management, investment management, and trust services to high-net-worth individuals and families. Its core offerings span tax strategies, estate planning, equity compensation advisory, alternative investments (private equity and hedge funds), impact investing, and trust administration delivered through affiliated state-chartered trust companies. The firm functions as a coordinating hub for clients' broader professional teams of attorneys and accountants.
Is lnwm a public or private company?
lnwm is a private company. It is classified as unknown and is currently operating.
When was lnwm founded?
lnwm was founded in -1.
Where is lnwm based?
lnwm is headquartered in Seattle, United States, in the North America region.
How does lnwm make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are lnwm's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Brown Brothers Harriman (BBH Wealth Management), Rockefeller Capital Management, Mariner Wealth Advisors and Cambridge Associates. Broad incumbents are Northern Trust Wealth Management, Goldman Sachs Private Wealth Management and First Republic Private Wealth Management (now part of JPMorgan Private Bank). Creative Planning is listed as an emerging player.
Does lnwm have an API?
No public API is recorded for lnwm.
What industry is lnwm in?
lnwm's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSABADAB, High-Net-Worth (HNW) Private Banking. Its NAICS code is 523940 and its SIC code is 6282.