RIA Intel›Advisers›Virginia›LAIRD - ALTMAN HOLDINGS LLC

LAIRD - ALTMAN HOLDINGS LLC

Advisory

VA

Data as of Jun 5, 2026 · Source: SEC Form ADV

Average account

$630K

across 30 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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