LAIDLAW WEALTH MANAGEMENT LLC
SEC RegisteredYour Financial Future, Secured.
About the firm
Laidlaw Wealth Management is a registered investment adviser located in New York, NY. Led by a new generation of experienced executives, the firm operates an open architecture platform and partners with top financial services firms to provide clients with investment solutions, technology, and services. Its mission is to be a premier global wealth management firm empowering clients and advisors through comprehensive solutions and unbiased advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and investment advisory services, leveraging specialized services, proven investment strategies, and an open architecture platform to provide comprehensive financial solutions
Who they serve
Clients and advisors seeking wealth creation and preservation, including businesses and individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $22M |
| High Net Worth Individuals | 27 | $74M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LAIDLAW WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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