Laidlaw Wealth Management LLC
Laidlaw Wealth Management LLC is an SEC-registered mass-market adviser in New York, NY with $108.1M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Laidlaw Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150040, SEC 801-112592, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $108.1M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 13
- Clients
- 123
- CRD
- 150040
- Ownership
- TESEI, JOHN, PAYSON; CALHOUN, RICHARD, JOSEPH; Hassan, Keith; Basis, Theologos, Stavros; LAIDLAW HOLDINGS, LTD
How much AUM does Laidlaw Wealth Management LLC have?
Laidlaw Wealth Management LLC reported $108.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Laidlaw Wealth Management LLC?
Disclosed owners and executives of Laidlaw Wealth Management LLC include TESEI, JOHN, PAYSON, CALHOUN, RICHARD, JOSEPH, Hassan, Keith, Basis, Theologos, Stavros, LAIDLAW HOLDINGS, LTD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.