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2437 Main Street, Santa Monica, CA 90405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wetherby Asset Management | San Francisco | CA | 12/2015 | 12/2016 |
| Wetherby Asset Management | San Francisco | CA | 12/2016 | 12/2018 |
| Wetherby Asset Management | Los Angeles | CA | 12/2018 | 12/2022 |
| Laird Norton Wetherby Wealth Management, Llc | Los Angeles | CA | 12/2022 | 03/2026 |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-19 |
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