Merger · Activity not yet classified

Filament

Transaction overview

Reported completed

Announced: Closed:

Laird Norton Wealth Management reported completing its merger with Filament, effective December 1, 2020.

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

  1. Laird Norton Wealth Management and Filament Merge ↗

    LNW · Published Dec 2, 2020

    The release reported that Laird Norton Wealth Management and Filament had merged effective December 1, 2020. The current LNW disclosure identifies Laird Norton Wetherby Wealth Management, LLC as the registered adviser.

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Filament · RIA Monitor