Steven Paul Herzog
Investment adviser representative at Lnw
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- LnwNov 2025 to now
- Laird Norton Wetherby Wealth Management, LLCJan 2024 to now
- Wetherby Asset ManagementJul 2005 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Lnw
Legal name: Laird Norton Wetherby Wealth Management, LLC
$12.2BAssets managed
1,149Clients
61Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2135976
- Firm CRD
- 107341