Laird Norton Wealth Management

Laird Norton Wealth Management (CRD# 113400) is a financial advisory firm headquartered in Seattle, WA. They manage $1,466,330,704 in 1,323 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,466
    MILLION
  • Total Number of Accounts
    1,323
    ACCOUNTS
  • Average Account Value
    $1,108,338
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, NE, NY, OR, TX, WA

Financial Advisors at Laird Norton Wealth Management
Showing 1 - 10 of 31 top financial advisors.
1
Bridget M. Burgess
CRD#: 1570329
801 Second Avenue, Suite 1600, Seattle, WA 98104
96
Wealthminder
score

Bridget Burgess (CRD# 1570329) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 31 years of experience in the finance industry. Bridget Burgess has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Samuel G. Craig
CRD#: 5814142
801 Second Avenue, Suite 1600, Seattle, WA 98104
96
Wealthminder
score

Samuel Craig (CRD# 5814142) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 7 years of experience in the finance industry. Samuel Craig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Julie K. Dowell
CRD#: 1161719
801 Second Avenue, Suite 1600, Seattle, WA 98104
96
Wealthminder
score

Julie Dowell (CRD# 1161719) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 34 years of experience in the finance industry. Julie Dowell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Matthew D. Englizian
CRD#: 4735197
801 Second Avenue, Suite 1600, Seattle, WA 98104
96
Wealthminder
score

Matthew Englizian (CRD# 4735197) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 13 years of experience in the finance industry. Matthew Englizian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Charlene K. Farkas
CRD#: 1621612
801 Second Avenue, Suite 1600, Seattle, WA 98104
96
Wealthminder
score

Charlene Farkas (CRD# 1621612) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 30 years of experience in the finance industry. Charlene Farkas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Ross A. Henry
CRD#: 2955953
801 Second Avenue, Suite 1600, Seattle, WA 98104
96
Wealthminder
score

Ross Henry (CRD# 2955953) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 20 years of experience in the finance industry. Ross Henry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Youngho Kim
CRD#: 5378995
801 Second Avenue, Suite 1600, Seattle, WA 98104
96
Wealthminder
score

Youngho Kim (CRD# 5378995) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 10 years of experience in the finance industry.

8
Timothy J. Melia
CRD#: 5269590
801 Second Avenue, Suite 1600, Seattle, WA 98104
96
Wealthminder
score

Timothy Melia (CRD# 5269590) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 10 years of experience in the finance industry. Timothy Melia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Monica N. Padineant
CRD#: 4355887
801 Second Avenue, Suite 1600, Seattle, WA 98104
96
Wealthminder
score

Monica Padineant (CRD# 4355887) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 14 years of experience in the finance industry. Monica Padineant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Susan E. Talton
CRD#: 1350531
801 Second Avenue, Suite 1600, Seattle, WA 98104
96
Wealthminder
score

Susan Talton (CRD# 1350531) is an Investment Advisor Representative working at Laird Norton Wealth Management in Seattle, WA and has over 32 years of experience in the finance industry. Susan Talton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.