LAIDLAW WEALTH MANAGEMENT LLC
CRD #150040 SEC #801-112592 NEW YORK, NY 212-953-4910
SEC Registered
Total AUM
$114.8M
Discretionary
$111.3M
Employees
15
Clients
10
Accounts
235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $114.8M | $111.3M | $3.4M | 15 | 0 |
| Jul 2025 | $114.8M | $111.3M | $3.4M | 15 | 0 |
| May 2025 | $114.8M | $111.3M | $3.4M | 15 | 0 |
| Mar 2025 | $114.8M | $111.3M | $3.4M | 15 | 0 |
| Dec 2024 | $530.4M | $522.3M | $8.1M | 22 | 0 |
| Apr 2024 | $530.4M | $522.3M | $8.1M | 22 | 0 |
| Apr 2024 | $530.4M | $522.3M | $8.1M | 22 | 0 |
| Feb 2024 | $530.4M | $522.3M | $8.1M | 22 | 0 |
| Feb 2024 | $530.4M | $522.3M | $8.1M | 22 | 0 |
| Jan 2024 | $573M | $562.8M | $10.2M | 15 | 0 |
| Jan 2024 | $573M | $562.8M | $10.2M | 15 | 0 |
| Aug 2023 | $573M | $562.8M | $10.2M | 15 | 0 |
| Jul 2023 | $573M | $562.8M | $10.2M | 15 | 0 |
| Jul 2023 | $573M | $562.8M | $10.2M | 15 | 0 |
| Mar 2023 | $886.5M | $727.9M | $158.6M | 43 | 0 |
| Mar 2023 | $886.5M | $727.9M | $158.6M | 43 | 0 |
| Dec 2022 | $995.3M | $856.2M | $139.1M | 48 | 0 |
| Dec 2022 | $995.3M | $856.2M | $139.1M | 48 | 0 |
| Sep 2022 | $995.3M | $856.2M | $139.1M | 48 | 0 |
| Jul 2022 | $995.3M | $856.2M | $139.1M | 48 | 0 |
| Mar 2022 | $995.3M | $856.2M | $139.1M | 48 | 0 |
| Feb 2022 | $776.3M | $692.2M | $84.1M | 35 | 0 |
| Feb 2022 | $776.3M | $692.2M | $84.1M | 35 | 0 |
| Nov 2021 | $776.3M | $692.2M | $84.1M | 35 | 0 |
| Aug 2021 | $776.3M | $692.2M | $84.1M | 35 | 0 |
| Apr 2021 | $776.3M | $692.2M | $84.1M | 35 | 0 |
| Mar 2021 | $776.3M | $692.2M | $84.1M | 35 | 0 |
| Mar 2021 | $776.3M | $692.2M | $84.1M | 35 | 0 |
| Dec 2020 | $332.5M | $322.4M | $10.1M | 41 | 0 |
| Oct 2020 | $332.5M | $322.4M | $10.1M | 41 | 0 |
| Oct 2020 | $332.5M | $322.4M | $10.1M | 41 | 0 |
| Aug 2020 | $332.5M | $322.4M | $10.1M | 24 | 0 |
| Jun 2020 | $332.5M | $322.4M | $10.1M | 24 | 0 |
| Jun 2020 | $332.5M | $322.4M | $10.1M | 24 | 0 |
| May 2020 | $332.5M | $322.4M | $10.1M | 24 | 0 |
| Mar 2020 | $332.5M | $322.4M | $10.1M | 24 | 0 |
| Dec 2019 | $107.1M | $103M | $4.1M | 2 | 0 |
| Dec 2019 | $107.1M | $103M | $4.1M | 2 | 0 |
| Sep 2019 | $107.1M | $103M | $4.1M | 2 | 0 |
| Jun 2019 | $107.1M | $103M | $4.1M | 2 | 0 |
| May 2019 | $107.1M | $103M | $4.1M | 2 | 0 |
| May 2019 | $107.1M | $103M | $4.1M | 2 | 0 |
| Mar 2019 | $53.1M | $48.8M | $4.2M | 2 | 0 |
| Feb 2019 | $31.4M | $12.1M | $19.3M | 2 | 0 |
| Jan 2019 | $31.4M | $12.1M | $19.3M | 2 | 0 |
| Dec 2018 | $31.4M | $12.1M | $19.3M | 2 | 0 |
| Aug 2018 | $31.4M | $12.1M | $19.3M | 2 | 0 |
| Jul 2018 | $31.4M | $12.1M | $19.3M | 2 | 0 |
| May 2018 | $31.4M | $12.1M | $19.3M | 2 | 0 |
| Apr 2018 | $31.4M | $12.1M | $19.3M | 2 | 0 |
| Apr 2018 | $31.4M | $12.1M | $19.3M | 2 | 0 |
| Mar 2018 | $31.4M | $12.1M | $19.3M | 2 | 0 |
| Feb 2018 | $31.4M | $12.1M | $19.3M | 2 | 0 |
DateJul 2025
Total AUM$114.8M
Discretionary$111.3M
Non-Disc.$3.4M
Employees15
Clients0
DateJul 2025
Total AUM$114.8M
Discretionary$111.3M
Non-Disc.$3.4M
Employees15
Clients0
DateMay 2025
Total AUM$114.8M
Discretionary$111.3M
Non-Disc.$3.4M
Employees15
Clients0
DateMar 2025
Total AUM$114.8M
Discretionary$111.3M
Non-Disc.$3.4M
Employees15
Clients0
DateDec 2024
Total AUM$530.4M
Discretionary$522.3M
Non-Disc.$8.1M
Employees22
Clients0
DateApr 2024
Total AUM$530.4M
Discretionary$522.3M
Non-Disc.$8.1M
Employees22
Clients0
DateApr 2024
Total AUM$530.4M
Discretionary$522.3M
Non-Disc.$8.1M
Employees22
Clients0
DateFeb 2024
Total AUM$530.4M
Discretionary$522.3M
Non-Disc.$8.1M
Employees22
Clients0
DateFeb 2024
Total AUM$530.4M
Discretionary$522.3M
Non-Disc.$8.1M
Employees22
Clients0
DateJan 2024
Total AUM$573M
Discretionary$562.8M
Non-Disc.$10.2M
Employees15
Clients0
DateJan 2024
Total AUM$573M
Discretionary$562.8M
Non-Disc.$10.2M
Employees15
Clients0
DateAug 2023
Total AUM$573M
Discretionary$562.8M
Non-Disc.$10.2M
Employees15
Clients0
DateJul 2023
Total AUM$573M
Discretionary$562.8M
Non-Disc.$10.2M
Employees15
Clients0
DateJul 2023
Total AUM$573M
Discretionary$562.8M
Non-Disc.$10.2M
Employees15
Clients0
DateMar 2023
Total AUM$886.5M
Discretionary$727.9M
Non-Disc.$158.6M
Employees43
Clients0
DateMar 2023
Total AUM$886.5M
Discretionary$727.9M
Non-Disc.$158.6M
Employees43
Clients0
DateDec 2022
Total AUM$995.3M
Discretionary$856.2M
Non-Disc.$139.1M
Employees48
Clients0
DateDec 2022
Total AUM$995.3M
Discretionary$856.2M
Non-Disc.$139.1M
Employees48
Clients0
DateSep 2022
Total AUM$995.3M
Discretionary$856.2M
Non-Disc.$139.1M
Employees48
Clients0
DateJul 2022
Total AUM$995.3M
Discretionary$856.2M
Non-Disc.$139.1M
Employees48
Clients0
DateMar 2022
Total AUM$995.3M
Discretionary$856.2M
Non-Disc.$139.1M
Employees48
Clients0
DateFeb 2022
Total AUM$776.3M
Discretionary$692.2M
Non-Disc.$84.1M
Employees35
Clients0
DateFeb 2022
Total AUM$776.3M
Discretionary$692.2M
Non-Disc.$84.1M
Employees35
Clients0
DateNov 2021
Total AUM$776.3M
Discretionary$692.2M
Non-Disc.$84.1M
Employees35
Clients0
DateAug 2021
Total AUM$776.3M
Discretionary$692.2M
Non-Disc.$84.1M
Employees35
Clients0
DateApr 2021
Total AUM$776.3M
Discretionary$692.2M
Non-Disc.$84.1M
Employees35
Clients0
DateMar 2021
Total AUM$776.3M
Discretionary$692.2M
Non-Disc.$84.1M
Employees35
Clients0
DateMar 2021
Total AUM$776.3M
Discretionary$692.2M
Non-Disc.$84.1M
Employees35
Clients0
DateDec 2020
Total AUM$332.5M
Discretionary$322.4M
Non-Disc.$10.1M
Employees41
Clients0
DateOct 2020
Total AUM$332.5M
Discretionary$322.4M
Non-Disc.$10.1M
Employees41
Clients0
DateOct 2020
Total AUM$332.5M
Discretionary$322.4M
Non-Disc.$10.1M
Employees41
Clients0
DateAug 2020
Total AUM$332.5M
Discretionary$322.4M
Non-Disc.$10.1M
Employees24
Clients0
DateJun 2020
Total AUM$332.5M
Discretionary$322.4M
Non-Disc.$10.1M
Employees24
Clients0
DateJun 2020
Total AUM$332.5M
Discretionary$322.4M
Non-Disc.$10.1M
Employees24
Clients0
DateMay 2020
Total AUM$332.5M
Discretionary$322.4M
Non-Disc.$10.1M
Employees24
Clients0
DateMar 2020
Total AUM$332.5M
Discretionary$322.4M
Non-Disc.$10.1M
Employees24
Clients0
DateDec 2019
Total AUM$107.1M
Discretionary$103M
Non-Disc.$4.1M
Employees2
Clients0
DateDec 2019
Total AUM$107.1M
Discretionary$103M
Non-Disc.$4.1M
Employees2
Clients0
DateSep 2019
Total AUM$107.1M
Discretionary$103M
Non-Disc.$4.1M
Employees2
Clients0
DateJun 2019
Total AUM$107.1M
Discretionary$103M
Non-Disc.$4.1M
Employees2
Clients0
DateMay 2019
Total AUM$107.1M
Discretionary$103M
Non-Disc.$4.1M
Employees2
Clients0
DateMay 2019
Total AUM$107.1M
Discretionary$103M
Non-Disc.$4.1M
Employees2
Clients0
DateMar 2019
Total AUM$53.1M
Discretionary$48.8M
Non-Disc.$4.2M
Employees2
Clients0
DateFeb 2019
Total AUM$31.4M
Discretionary$12.1M
Non-Disc.$19.3M
Employees2
Clients0
DateJan 2019
Total AUM$31.4M
Discretionary$12.1M
Non-Disc.$19.3M
Employees2
Clients0
DateDec 2018
Total AUM$31.4M
Discretionary$12.1M
Non-Disc.$19.3M
Employees2
Clients0
DateAug 2018
Total AUM$31.4M
Discretionary$12.1M
Non-Disc.$19.3M
Employees2
Clients0
DateJul 2018
Total AUM$31.4M
Discretionary$12.1M
Non-Disc.$19.3M
Employees2
Clients0
DateMay 2018
Total AUM$31.4M
Discretionary$12.1M
Non-Disc.$19.3M
Employees2
Clients0
DateApr 2018
Total AUM$31.4M
Discretionary$12.1M
Non-Disc.$19.3M
Employees2
Clients0
DateApr 2018
Total AUM$31.4M
Discretionary$12.1M
Non-Disc.$19.3M
Employees2
Clients0
DateMar 2018
Total AUM$31.4M
Discretionary$12.1M
Non-Disc.$19.3M
Employees2
Clients0
DateFeb 2018
Total AUM$31.4M
Discretionary$12.1M
Non-Disc.$19.3M
Employees2
Clients0