Rebecca Miles
Investment adviser representative at Lnw
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.2BFirm assets
Are you Rebecca Miles? Claim your profile
Contact this firm
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
10 years in the industry.
- Laird Norton Wetherby Wealth Management, LLCJan 2026 to now
- LnwDec 2025 to now
- Laird Norton Wetherby Wealth Management, LLCDec 2025 to Dec 2025
- Lnw Wealth Management,LLCOct 2022 to Nov 2025
- Highland Private Wealth ManagementJun 2019 to Oct 2022
- Snw Asset Management, LLCMar 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (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
- 6062376
- Firm CRD
- 107341