Merger · Activity not yet classified
Wetherby Asset Management
Transaction overview
Reported completed
Announced:
Exact closing date not established.
Laird Norton Wealth Management reported completing its merger with Wetherby Asset Management.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Laird Norton Wealth Management and Wetherby Asset Management Merge to Create $15B National RIA & Trust Company ↗
LNW · Published Jan 10, 2022
The release reported that Laird Norton Wealth Management and Wetherby Asset Management had merged. The current LNW disclosure identifies Laird Norton Wetherby Wealth Management, LLC as the registered adviser.