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Michael James Graziano

Lnw

San Francisco, CA

CRD 3128048

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Employer firm

Lnw CRD 107341

$12.2B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Lnw

801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-11-20
CA RA APPROVED 2025-07-25
  • WA RA
    APPROVED
    Since 2025-11-20
  • CA RA
    APPROVED
    Since 2025-07-25

Branch Locations

580 California St. 8Th Floor, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Laird Norton Wetherby Wealth Management, Llc San Francisco CA 01/2024 Present
Wetherby Asset Management San Francisco CA 09/2000 12/2023
  • 01/2024 → Present
    Laird Norton Wetherby Wealth Management, Llc
    San Francisco, CA
  • 09/2000 → 12/2023
    Wetherby Asset Management
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-10-23
S63 Uniform Securities Agent State Law Examination 1999-02-22
  • S65 Uniform Investment Adviser Law Examination
    2003-10-23
  • S63 Uniform Securities Agent State Law Examination
    1999-02-22
Designations
  • Certified Financial Planner
Other Names
  • Michael James Graziano

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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