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Thomas Donaca Petroff

LNW
Portland, OR
·CRD# 6106772·14 years experience

Professional Summary

Thomas Donaca Petroff, who also goes by Thomas Petroff, Tom Petroff, Tommy Petroff, is a registered financial advisor currently at LNW located in Portland, Oregon. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Thomas has worked at 2 firms and has passed the Series 65, Series 63 and Series 79 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Thomas Petroff, Tom Petroff, Tommy Petroff

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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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Years of Experience

14 years in the financial services industry

Current & Past Employments

LNW·CRD# 107341
RIA
Portland, OR
May 19, 2026 - Present
WELLS FARGO SECURITIES, LLC·CRD# 126292
BD
Charlotte, NC
September 25, 2012 - August 21, 2013

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Current Firm

LN
LNW

KARETSKY/WETHERBY ASSET MANAGEMENT | WETHERBY ASSET MANAGEMENT LLC | WETHERBY ASSET MANAGEMENT | LNW | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD#: 107341 / SEC#: 801-36445
RIA
Registered Investment Advisory firm - SEC (4/27/1990 Approved)

Contact Information

Main Address

801 Second Avenue, Suite 1600, Seattle, WA 98104

Phone Number

(206) 464-5100

# of Employees

169

SEC notice filing (26 States and Territories)

Registered to provide investment advisory services in 26 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC MARCH 2026 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,041

AUM (Assets Under Management)

$12,183,776,067

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/18/2025Cover PageReport
11/20/2024Cover PageReport
01/25/2024Cover PageReport

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Other business activities

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 name of the other business; The Agnew Company whether the business is investment-related; Yes the address of the other business;7600 NE 41st Street, #110 Vancouver, WA 98662 the nature of the other business; The Agnew Company is a single-family investment office for a multi-generational family. The entity is currently in a 'run-off' phase, focused exclusively on the orderly wind-down of operations and the liquidation of legacy assets. It does not solicit outside capital, manage third-party funds, or make new investments. My role as Board Advisor is limited to providing guidance on the disposition of these legacy holdings and the administrative closure of the entity. your position; Board Advisor title, or relationship with the other business; I hold no voting, legal, or equity ownership interest in my previous employer, The Agnew Company. My only financial connection, beyond the compensation for serving as a board advisor, is a passive, non-discretionary right to deferred compensation earned for prior services. This compensation is contingent upon the eventual exit of certain legacy portfolio company investments and conveys no ownership, control, governance rights, or ongoing business involvement. the start date of your relationship; 01/16/2026 the approximate number of hours/month you devote to the other business; 1-5 hours the number of hours you devote to the other business during securities trading hours; 1-5 hours and briefly describe your duties relating to the other business; I am expected to provide institutional memory and continuity around the existing portfolio as the company completes its wind-down. I am not advising on or recommending new investments, allocating capital, or sourcing new investment opportunities. The scope of the role is limited to advising on the existing portfolio and related wind-down matters.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LN
LNW

KARETSKY/WETHERBY ASSET MANAGEMENT | WETHERBY ASSET MANAGEMENT LLC | WETHERBY ASSET MANAGEMENT | LNW | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD#: 107341 / SEC#: 801-36445
RIA
Registered Investment Advisory firm - SEC (4/27/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Washington
(5/19/2026)

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 65 — Uniform Investment Adviser Law Examination

Passed May 2026About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2012About the Series 63 exam

Series 79 — Investment Banking Registered Representative Examination

Passed Sep 2012About the Series 79 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Thomas Donaca Petroff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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