Laird Norton Wetherby Wealth Management, LLC

Business address
580 California Street, 8 Th Floor, San Francisco, CA, 94104
Top securities (13F)
AAPL, NVDA, MSFT, VTI, AMZN, GOOGL, META, VEA, SPY, AVGO, JPM, TSM, VT, NFLX, TSLA, GOOG, LLY, V, ORCL, and CMC
State of incorporation
CA
Fiscal year end
December 31
Former names
WETHERBY ASSET MANAGEMENT INC (to 14 Nov 2023)
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Laird Norton Wetherby Wealth Management, LLC has filed 99 SEC EDGAR filings since 11 Feb 2004

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-10655
N-PX Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-10655
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-10655
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-10655
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-10655
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-10655
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-10655
13F-HR Open Document Open Filing 15 May 2024 31 Mar 2024 028-10655
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-10655
13F-HR Open Document Open Filing 14 Nov 2023 30 Sep 2023 028-10655
13F-HR Open Document Open Filing 14 Aug 2023 30 Jun 2023 028-10655
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-10655
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-10655
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-10655
13F-HR Open Document Open Filing 15 Aug 2022 30 Jun 2022 028-10655
13F-HR Open Document Open Filing 16 May 2022 31 Mar 2022 028-10655
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-10655
13F-HR Open Document Open Filing 15 Nov 2021 30 Sep 2021 028-10655
13F-HR Open Document Open Filing 16 Aug 2021 30 Jun 2021 028-10655
13F-HR Open Document Open Filing 14 May 2021 31 Mar 2021 028-10655
13F-HR Open Document Open Filing 11 Feb 2021 31 Dec 2020 028-10655
13F-HR/A Open Document Open Filing 16 Dec 2020 30 Sep 2020 028-10655
13F-HR/A Open Document Open Filing 16 Dec 2020 30 Sep 2020 028-10655
13F-HR Open Document Open Filing 13 Nov 2020 30 Sep 2020 028-10655
13F-HR Open Document Open Filing 14 Aug 2020 30 Jun 2020 028-10655
13F-HR Open Document Open Filing 06 May 2020 31 Mar 2020 028-10655
13F-HR Open Document Open Filing 28 Jan 2020 31 Dec 2019 028-10655
13F-HR Open Document Open Filing 31 Oct 2019 30 Sep 2019 028-10655
13F-HR Open Document Open Filing 25 Jul 2019 30 Jun 2019 028-10655
13F-HR/A Open Document Open Filing 25 Jul 2019 31 Mar 2019 028-10655
13F-HR Open Document Open Filing 09 May 2019 31 Mar 2019 028-10655
13F-HR Open Document Open Filing 30 Jan 2019 31 Dec 2018 028-10655
13F-HR Open Document Open Filing 07 Nov 2018 30 Sep 2018 028-10655
13F-HR Open Document Open Filing 24 Jul 2018 30 Jun 2018 028-10655
13F-HR Open Document Open Filing 04 May 2018 31 Mar 2018 028-10655
13F-HR Open Document Open Filing 09 Feb 2018 31 Dec 2017 028-10655
13F-HR Open Document Open Filing 13 Nov 2017 30 Sep 2017 028-10655
13F-HR Open Document Open Filing 02 Aug 2017 30 Jun 2017 028-10655
13F-HR Open Document Open Filing 27 Apr 2017 31 Mar 2017 028-10655
13F-HR Open Document Open Filing 08 Feb 2017 31 Dec 2016 028-10655
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-10655
13F-HR Open Document Open Filing 10 Aug 2016 30 Jun 2016 028-10655
13F-HR Open Document Open Filing 10 May 2016 31 Mar 2016 028-10655
13F-HR Open Document Open Filing 08 Feb 2016 31 Dec 2015 028-10655
13F-HR Open Document Open Filing 12 Nov 2015 30 Sep 2015 028-10655
13F-HR Open Document Open Filing 12 Aug 2015 30 Jun 2015 028-10655
13F-HR Open Document Open Filing 08 May 2015 31 Mar 2015 028-10655
13F-HR Open Document Open Filing 12 Feb 2015 31 Dec 2014 028-10655
13F-HR Open Document Open Filing 03 Nov 2014 30 Sep 2014 028-10655
13F-HR Open Document Open Filing 01 Aug 2014 30 Jun 2014 028-10655
13F-HR/A Open Document Open Filing 05 May 2014 31 Mar 2014 028-10655
13F-HR Open Document Open Filing 30 Apr 2014 31 Mar 2014 028-10655
13F-HR Open Document Open Filing 29 Jan 2014 31 Dec 2013 028-10655