Conrad
Gehrmann
Laird Norton Wealth Management
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About this Advisor
Conrad Gehrmann is a financial advisor based out of Seattle, Washington with a total of 3 years of industry experience. Gehrmann is an advisor for Laird Norton Wealth Management. Their career trajectory has included roles at Filament, LLC and Laird Norton Wealth Management. Gehrmann holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Laird Norton Wealth Management is a financial advisory company based out of Seattle, WA. The company has offices in three locations and a total of 97 people on staff. It has $4 billion in total assets across its 2,706 accounts, placing it among the largest firms in the United States by assets under management. The firm advises six charitable organizations. Of its 2,706 client accounts, 77% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Financial management fee schedules largely are based on which service is provided. Fee types charged by Laird Norton Wealth Management can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laird Norton Wealth Management Brokerage Details
$4,060,993,183
97
2,706
$1,500,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Conrad Gehrmann Work History
Conrad has been registered as a financial advisor for 3 years.*
Laird Norton Wealth Management
Filament, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Conrad Gehrmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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