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LAIDLAW WEALTH MANAGEMENT LLC

SEC Form ADV profile.

Total regulatory AUM
$108,065,823
Discretionary
$104,342,179
Non-discretionary
$3,723,644

Firm details

CRD number
150040
SEC file number
801-112592
Main office
NEW YORK, NY, United States
Employees
13
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.