This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 07-01-2013
- Office Locations
- 1
Office Locations
About Laminar Wealth LLC
Laminar Wealth provides ongoing financial advice, tax planning, and investment management for individuals and couples who are retired or nearing retirement, with a focus on sustainable retirement income. The firm is fee-only and fiduciary, charging transparent fixed annual fees. Clients typically have at least $2M saved and target withdrawals under 3%. Custody includes Charles Schwab; the firm has been featured in WSJ, CNBC, and Forbes.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID SCOTT ORANSKY
PRINCIPAL
- CRD
- #5879459
- Ownership
- 75% or more
Mary Elizabeth Oransky
Chief Compliance Officer, LEAD ADVISOR
- CRD
- #6772418
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,574,303 | $726,408 |
| Non-Discretionary | $3,228,088 | $538,015 |
| Total | $131,802,391 | $720,232 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $131,802,391
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,448,396,914 | 22.4% |
| U.S. Government/Agency | $1,713,505,277 | 26.5% |
| Equity - Exchange | $788,859,033 | 12.2% |
| Cash | $1,694,107,104 | 26.2% |
| Other | $821,189,322 | 12.7% |
| Total | $6,466,057,650 | 100.0% |