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Laidlaw Wealth Management LLC

Headquartered in NEW YORK, NY

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Firm Information

Laidlaw Wealth Management LLC is an investment advisor registered with the SEC and located in NEW YORK, NY. The firm has 22 registered representatives, 12 investment advisor representatives, and 11 investment advisory functions. They manage approximately $530,409,798 in assets for 1,171 accounts, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm provides financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Laidlaw Wealth Management LLC

521 FIFTH AVE

NEW YORK, NY 10175

$530.41M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

LAIDLAW WEALTH MANAGEMENT LLC has a total of 3 branch locations across the country.
location

NEW YORK, NY

location

Coral Gables, FL

location

Pasadena, CA

Advisors at Laidlaw Wealth Management LLC

View All 13 Advisors
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John McDermott

RA

NEW YORK, NY

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Alex Shtaynberger

RA

NEW YORK, NY

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Henrique David Lucena

RA

Coral Gables, FL

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Theologos Stavros Basis

RA

NEW YORK, NY

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Matthew Terry Parker

RA

NEW YORK, NY

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Kai Kang

RA

Pasadena, CA

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Henry Chia-how Chang

RA

NEW YORK, NY

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Sachin Kumar

RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Laidlaw Wealth Management LLC.

Frequently Asked Questions (8)

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