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Deals Of The Day: The Latest In Wealth Management M&A – Laird Norton Wetherby

Editorial Staff January 12, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Laird Norton Wetherby

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Laird Norton Wetherby
Laird Norton Wealth Management and Wetherby Asset Management, two US firms, are uniting under a single brand: Laird Norton Wetherby, or LNW.

Laird Norton Wealth Management was based in Pacific Northwest, while Wetherby Asset Management was located in San Francisco. Filament, which offered family office and investment advisory services to clients with “significant” wealth, merged with Laird Norton Wealth Management in December 2020.

Collectively, LNW has more than $14 billion in assets under management, the firm said in a statement yesterday. In total, LNW has offices in Seattle, San Francisco, New York, Los Angeles, Philadelphia and Sioux Falls, South Dakota.

All past names of the firm will disappear. LNWM merged with Filament in December 2020. LMWN merged with WAM in January 2022. The WAM brand remained in effect in San Francisco, New York and Los Angeles until last week.

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