Penny Lee Bunch
Investment adviser representative at Lnw
11 yearsExperience
1 stateRegistered in
$12.2BFirm assets
36 yearsFirm in business
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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
11 years in the industry.
- LnwDec 2025 to now
- Laird Norton Wetherby Wealth Management,LLCDec 2025 to now
- Lnw Wealth Management, LLCJan 2025 to Nov 2025
- Lnw Wealth Management, LLCSep 2014 to Dec 2024
Exams passed
- 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
- 6327703
- Firm CRD
- 107341