Coral Gables, FL Office

Laidlaw Wealth Management LLC advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. It offers discretionary and non‑discretionary investment management, financial planning, consulting, and may recommend or refer clients to independent money managers and alternative investment sponsors; as of the most recent filing the firm reported approximately $108 million in assets under management for roughly 100 clients and operates with six advisors across multiple offices.

The firm constructs customized portfolios through strategic asset allocation and ongoing supervision, generally using institutional‑class mutual funds, ETFs, structured products and individual fixed‑income securities, and provides annual reviews of client circumstances. Its stated analysis and implementation framework draws on Modern Portfolio Theory, fundamental and technical analysis, use of independent money managers, and — where appropriate — derivatives and option writing as part of certain separately managed strategies, with attendant risks disclosed in the brochure.

What stands out about Laidlaw is its corporate connections and international orientation: it is owned by Laidlaw Holdings and discloses affiliations with an affiliated broker‑dealer (Laidlaw & Company (UK) Ltd.) and Laidlaw Private Equity, arrangements that give rise to referral and fee‑sharing relationships and to some dual‑registered representatives; these relationships and potential conflicts are described in Items 10 and 14. The firm also emphasizes non‑U.S. investing (including discussion of foreign and emerging‑market risks) and notes that certain personnel may act as trustees on client trusts subject to PCAOB surprise examinations, features that differentiate it from many peers.