# Laidlaw Wealth Management

Laidlaw Wealth Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** laidlawwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/laidlawltd

## Regulatory record

- **CRD number:** 150040
- **SEC file number:** 801-112592
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150040

## About

Laidlaw Wealth Management, established in 2008, is a US-based wealth manager and registered investment adviser. It provides investment advisory services, including financial planning, portfolio management, estate planning, and retirement planning. It advises individuals, high-net-worth individuals, and various business entities.

## Sectors

- Wealth Management
- Financial Services

## People

- Christopher Laidlaw — Founder & Managing Partner

## Questions

### What types of clients does Laidlaw serve?

The firm advises individuals, high-net-worth individuals, and various business entities. Its planning-first model is calibrated for families with complex estate, tax, and retirement needs rather than mass-affluent transactional accounts.

### Does Laidlaw use proprietary investment products?

There is no public evidence Laidlaw distributes proprietary funds or structured products. Its open-architecture approach uses individual securities, mutual funds, and ETFs selected to match client-specific plans — a feature that aligns with its fiduciary obligation to avoid product-driven conflicts.

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- [Lagos Wealth Advisors](https://altss.com/profile/lagos-wealth-advisors)
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Last updated: 2026-05-30T17:07:22.020Z

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