$131.8M Total AUM
$128.6M Disc. AUM
-- 3Y CAGR
2 Employees
27 ADV. Clients
12 yrs Firm Age
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
7777 Bonhomme Avenue Suite 1800 Clayton MO
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
-- AVG AGE
$65.9M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
11.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Full visibility includes strategy notes for wave vector.
Premium access reveals conviction themes in meridian vector beacon.
Unlock to see real insight on vertex meridian.
Full visibility includes strategy notes for element unison pathway.
See the complete signal summary connected to north.
Request access to benchmark trends tied to glacier.
See the complete signal summary connected to capital.
Premium access reveals conviction themes in unison delta.
Asset Classes
Optima Vector vertex Matrix Pathway Unison Insight oak
Client Personas
Element
Custodian
Quantum Ember delta Horizon
Investment Themes
Bridge value Radial Pathway
Investment Vehicles
Signal quantum
Platform
Value harbor
Services
Alpha Atlas ridge Legacy Ridge momentum Beacon Bridge
Technology
Catalyst ember
Owner & Executives
DAVID SCOTT ORANSKY
Chief Compliance Officer, PRINCIPAL
- CRD
- #5879459
- Ownership
- 75% or more
(526) 758-8307
unison.legacy@peakcapital.com
in linkedin.com/in/momentum-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
Mary Elizabeth Oransky
--
- CRD
- #6772418
(319) 656-9455
horizon.oak@northcapital.com
in linkedin.com/in/prime-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Public Funds:
22.4% U.S. Government/Agency:
26.5% Equity - Exchange:
12.2% Cash:
26.2% Other:
12.7% | 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% |