Wetherby Asset Management
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
580 California St Fl 8, San Francisco, C...Phone Number
(415) 399-9159Website
www.wetherby.comRevenue
$36.1 MillionIndustry
About Wetherby Asset Management
Laird Norton Wetherby is a modern advisory firm specializing in wealth management and trust services, offering personalized financial expertise to clients. Their services include investment management, tax strategies, estate planning, and trust administration, aimed at helping clients achieve their personal and financial goals. The firm emphasizes a close working relationship with clients, providing a coordinated approach to managing their wealth while aligning it with their values. LNW serves a diverse clientele, including individuals and families seeking to transform their wealth into personal fulfillment and legacy.Explore more
Wetherby Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Wetherby Asset Management
$36.1M
51-200
Private
-
1990
TA
Theresa ArroyoSenior Manager, Financial Operations
$6.2M
11-50
Private
-
1996
Zachary HornManaging Partner and President, Investment Manager and Shareholder
Wetherby Asset Management Tech Stack
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Laird Norton Wetherby is a modern advisory firm specializing in wealth management and trust services, offering personalized financial expertise to clients. Their services include investment management, tax strategies, estate planning, and trust administration, aimed at helping clients achieve their personal and financial goals. The firm emphasizes... Read More
