# LAIDLAW WEALTH MANAGEMENT LLC

LAIDLAW WEALTH MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 150040
- Type: SEC-registered investment adviser
- SEC file number: 801-112592
- Location: 521 FIFTH AVE, 12TH FLOOR, NEW YORK, NY, 10175
- Phone: 212-953-4910
- Latest filing: 2026-04-27
- Regulatory AUM: $108.1M
- Discretionary AUM: $104.3M
- Non-discretionary AUM: $3.7M
- Clients: 13
- Accounts: 245

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Arthur Jarrod Daponte | CFO | — |
| John Payson Tesei | TRUSTEE OF THE BUFF TRUST; TRUSTEE OF THE GARNET TRUST | — |
| Alex Shtaynberger | CHIEF COMPLIANCE OFFICER | New York City, NY |
| Douglas Michael Jacoby | CHIEF COMPLIANCE OFFICER | — |
| TESEI JOHN PAYSON | TRUSTEE OF THE BUFF TRUST; TRUSTEE OF THE GARNET TRUST | — |
| SHTAYNBERGER ALEX | NATIONAL BRANCH MANAGER/CCO | — |
| COOLONG JOHN | CHIEF FINANCIAL OFFICER | — |
| CALHOUN RICHARD JOSEPH | CHIEF EXECUTIVE OFFICER | — |
| Hassan Keith | MANAGING PARTNER | — |
| Basis Theologos Stavros | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150040/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150040/similar
- Related entities: https://search.stillhousedata.com/firm/150040/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150040

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.