Laidlaw Wealth Management Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Laidlaw Wealth Management's estimated annual revenue is currently $3.8M per year.(i)
  • Laidlaw Wealth Management's estimated revenue per employee is $147,000

Employee Data

  • Laidlaw Wealth Management has 26 Employees.(i)
  • Laidlaw Wealth Management grew their employee count by -26% last year.

Laidlaw Wealth Management's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
SVP - Wealth Advisor - Laidlaw Wealth Management LLCReveal Email/Phone
3
Financial Advisor, VPReveal Email/Phone
4
Director, Client Lifecycle ManagementReveal Email/Phone
5
Director Client ExperienceReveal Email/Phone
6
Founding Partner Laidlaw Asset ManagementReveal Email/Phone
7
Founding PartnerReveal Email/Phone
8
PartnerReveal Email/Phone
9
Financial AdvisorReveal Email/Phone
10
PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M14-71%N/AN/A
#2
$90M3436%N/AN/A
#3
$5.7M3410%N/AN/A
#4
$449.5M15295%N/AN/A
#5
$26.9M1280%N/AN/A
#6
$7.9M479%N/AN/A
#7
$8.2M494%N/AN/A
#8
$81.6M311-1%N/AN/A
#9
$1.6M130%N/AN/A
#10
$135.2M515-16%N/AN/A
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What Is Laidlaw Wealth Management?

The foundation of Laidlaw & Company began over 175 years ago as one of the first investment banks in the United States. Today we remain on the vanguard of sound investment practice with worldwide offices and a global base of high net worth clients. Laidlaw & Company is a full-service investment banking and brokerage firm offering personalized investment advice and skillful execution to high net worth individuals as well as public and private institutions. Laidlaw Wealth Management, our RIA, continues our tradition of excellence. We offer a diverse set of client solutions including asset management, insurance and a full suite of corporate services. (Equity compensation administration, 401k and cash management) Our dual FINRA and FCA registration allows us to leverage the firm’s strengths and over $1 Billion is client assets in our growing Broker/Dealer. Laidlaw Wealth Management is the firm of choice for RIA’s / Advisors looking for the next step in their evolution. Our offering is attractive to potential partners by offering a competitive transition package, industry leading advisor economics and a unique equity ownership structure. Additionally, there are tremendous opportunities to leverage business with our investment banking clients.

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Total Funding

26

Number of Employees

$3.8M

Revenue (est)

-26%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.7M26-51%$3M
#2
$4M26N/AN/A
#3
$1.8M26-10%$224M
#4
$1.8M260%$2.1M
#5
$2.6M26N/AN/A