Lauren Michelle Wood
CFP®Professional Summary
Lauren Michelle Wood, CFP®, who also goes by Lauren Wood, is a registered financial advisor currently at LNW located in Seattle, Washington. Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Lauren has worked at 2 firms and has passed the Series 63, SIE, Series 87, Series 86 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lauren Wood
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
KARETSKY/WETHERBY ASSET MANAGEMENT | WETHERBY ASSET MANAGEMENT LLC | WETHERBY ASSET MANAGEMENT | LNW | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC
Contact Information
Main Address
801 Second Avenue, Suite 1600, Seattle, WA 98104Phone Number
(206) 464-5100# of Employees
169SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
6,041AUM (Assets Under Management)
$12,183,776,067Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/18/2025 | Cover Page | Report |
| 11/20/2024 | Cover Page | Report |
| 01/25/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
KARETSKY/WETHERBY ASSET MANAGEMENT | WETHERBY ASSET MANAGEMENT LLC | WETHERBY ASSET MANAGEMENT | LNW | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(9/19/2023)
(9/19/2023)
(11/20/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Aug 2012About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Lauren Michelle Wood's CRS (Customer Relationship Summary).
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