Laidlaw Wealth Management LLC

Financial planning in New York, NY

SEC registeredNo commissions reported

Call (212) 953-4910 Send a message Map ↗

Public-record details

Address: 521 Fifth Ave, 12th Floor, New York, NY 10175
Phone: (212) 953-4910
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number: 150040
Registration: SEC registered since 2018-03-09
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $108.1 million
Accounts managed: 245
Clients reported (Form ADV 5.D): 123
Individual / high-net-worth clients: 73 / 27
Employees: 13
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: Yes — see IAPD for details
Latest Form ADV filing: 2026-04-27

SEC registered investment adviser, CRD 150040, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 150040 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in New York

16th Amendment Advisors LLCOne Rockefeller Plaza, Suite 2130 · New York, NY 10020 · (212) 332-1600 · % of assets managedCRD 150575 · % of assets, Performance-based fees · $390.2 million AUMSEC registeredNo commissions reported 2201 Capital, LLC131 W 33 St, Suite 10d · New York, NY 10001 · (201) 446-2992 · % of assets managedCRD 341112 · % of assets · $40.0 million AUMSEC registeredNo commissions reported 9d Capital LLC244 5th Ave Ste 1211 · New York, NY 10001 · (212) 729-3498 · Financial planningCRD 308524 · % of assets, Fixed fees, Performance-based fees · $10.6 million AUMState registeredNo commissions reported Abernathy Group II LLC530 Fifth Avenue, 17 Floor · New York, NY 10036 · (212) 293-3499 · Financial planningCRD 152401 · % of assets, Hourly charges, Performance-based fees · $80.2 million AUMSEC registeredNo commissions reported Aboveboard Wealth Management, LLC246 Fifth Avenue, Floor 5 · New York, NY 10001 · (917) 509-2537 · Financial planningCRD 298303 · Fixed feesState registeredNo commissions reported Aces Advisors99 Wall Street, Ste 3311 · New York, NY 10005 · (212) 862-3100 · Financial planningCRD 315407 · % of assets, Fixed fees · $1.3 million AUMState registeredNo commissions reported Acorn Advisory Capital, L.P.590 Madison Avenue, 30th Floor · New York, NY 10022 · (212) 303-4344 · % of assets managedCRD 133040 · % of assets, Performance-based fees · $3.0 billion AUMSEC registeredNo commissions reported Adalta Capital Management LLC445 Park Avenue, Suite 16d · New York, NY 10022 · (212) 832-5135 · % of assets managedCRD 283771 · % of assets, Performance-based fees · $305.5 million AUMSEC registeredNo commissions reported

All 539 in New York →