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LNW

SEATTLE, WA · CRD 113400 · IAPD ↗ · lnwadvisors.com · 206-464-5100

$4.53BRegulatory AUM
44Advisory reps
91Employees
0Clients
251-500Planning clients
1Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2026 — LNW (SEATTLE, WA) left the SEC roster (was $4.53B RAUM, 44 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2025 — LNW changed its website from vimeo.com to lnwadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2025 — LNW notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — LNW shrank from 65 to 44 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
April 2024 — LNW notice-filed in AZ, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — LNW grew from 40 to 65 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
February 2024 — LAIRD NORTON WEALTH MANAGEMENT is now doing business as LNW.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.