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801 Second Avenue, Suite 1600, Seattle, WA 98104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-20 |
| NY | RA | APPROVED | 2025-10-20 |
| CA | RA | APPROVED | 2017-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wetherby Asset Management | San Francisco | CA | 06/2015 | 12/2017 |
| Wetherby Asset Management | San Francisco | CA | 01/2018 | 12/2019 |
| Wetherby Asset Management | San Francisco | CA | 01/2020 | 12/2022 |
| Wetherby Asset Management | New York | NY | 01/2023 | 12/2023 |
| Laird Norton Wetherby Wealth Management, Llc | New York | NY | 01/2024 | 06/2026 |
| Laird Norton Wetherby Wealth Management, Llc | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-14 |
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