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Wetherby Asset Management Inc.

CIK:0001279627
Asset Manager
$7B AUM
930 holdings
San Francisco, CA, United States
Founded:1990
87 employees
lnwadvisors.com
Latest filing:Jun 30, 2025

Laird Norton Wetherby Wealth Management, formerly known as Wetherby Asset Management Inc, is a wealth and investment management firm headquartered in San Francisco, CA. Founded in 1990, the firm was known for providing highly personalized wealth advisory, investment management, financial planning, and trust services to high net worth individuals, families, and foundations. Following the merger of Wetherby Asset Management and Laird Norton Wealth Management, the unified firm now operates as LNW with over 85 employees, offering a broader array of services including family governance, legacy planning, and impact investing to clients nationwide.

Investment Strategy

LNW, the successor to Wetherby Asset Management, takes a highly personalized and holistic approach to wealth management. The firm focuses on understanding each client's objectives, risk tolerance, and financial goals to design tailored portfolios. Their services include comprehensive wealth planning, investment management with an emphasis on long-term growth, diversification, impact investing, and specialized planning for multi-generational wealth and philanthropic goals. LNW prioritizes fiduciary responsibility and proactive client service to help clients achieve financial well-being.

Latest 13F Filing Activity

Wetherby Asset Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 922 equity positions and 1 options positions with a total 13F market value of $2B. The fund increased holdings in Apple Inc., Microsoft Corp., Nvidia Corporation among other positions. Wetherby Asset Management Inc. reduced exposure to Companhia Siderurgica Nacion, Ur-energy Inc., Gerdau SA among others.

Top Buys
A
AAPLAPPLE INC
+$134.0M
M
MSFTMICROSOFT CORP
+$116.7M
N
NVDANVIDIA CORPORATION
+$109.7M
V
VTIVANGUARD INDEX FDS
+$96.3M
A
AMZNAMAZON COM INC
+$70.9M
Top Sells
R
RUMRUMBLE INC
+$90.4K
M
MPWMEDICAL PPTYS TRUST INC
+$77.0K
S
SBSWSIBANYE STILLWATER LTD
+$75.3K
C
CURVTORRID HLDGS INC
+$72.8K
L
LCIDLUCID GROUP INC
+$71.2K

Top Holdings

A
AAPLAPPLE INC
+6.0%$134.0M
M
MSFTMICROSOFT CORP
+5.2%$116.7M
N
NVDANVIDIA CORPORATION
+4.9%$109.7M
V
VTIVANGUARD INDEX FDS
+4.3%$96.3M
A
AMZNAMAZON COM INC
+3.2%$70.9M

Equity Positions (922)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AAPL
APPLE INC5.97%$134.0M653,281$205.17$205.17+$134.0M
M
MSFT
MICROSOFT CORP5.20%$116.7M234,674$497.41$497.41+$116.7M
N
NVDA
NVIDIA CORPORATION4.88%$109.7M694,150$157.99$157.99+$109.7M
V
VTI
VANGUARD INDEX FDS4.28%$96.3M316,707$303.93$303.93+$96.3M
A
AMZN
AMAZON COM INC3.15%$70.9M323,046$219.39$219.39+$70.9M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
S
SPY
SPDR S&P 500 ETF TRNew
Call
$679.6K11$617.85$617.85+11+$679.6K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+8.6%
SERVICES-PREPACKAGED SOFTWARE
+8.5%
ELECTRONIC COMPUTERS
+6.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.6%
PHARMACEUTICAL PREPARATIONS
+4.0%

Investment Team (5)

NameRoleLocationLinkedIn
R
Ron Albahary		Chief Investment OfficerWayne, PA , United States
S
Scott Larson		Senior Investment AnalystPortland, OR , United States
Andrew Whitney
Andrew Whitney		Investment AssociateSeattle, WA , United States
E
Ethan Sacco		Investment AssociateSan Francisco, CA , United States
Stan Poltavets
Stan Poltavets		Investment AnalystPuyallup, WA , United States