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| Keyboard |
| LGT Wealth Management US Limited
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|---|---|
| CRD # | 164190 |
| SEC # | 801-77580 |
| CIK # | |
| AUM | 1,799.5 M (2026-03-25) |
| Employees | 25 (56% Investors, 0% Brokers) |
| Phone | 442032078000 |
| Address | 14 Cornhill London, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 646 | 229.8 |
| (b) Individuals (high net worth individuals) | 310 | 1,063.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 378 | 505.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,018 | 1,799.5 |
| By Discretionary | ||
| Discretionary | 1,965 | 1,720.6 |
| Non-Discretionary | 53 | 78.9 |
| Total | 2,018 | 1,799.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,303.7 | |
| United States Persons | 495.8 | |
| Total | 2,018 | 1,799.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| LEI | 213800Z8OD1U3HCPLU23 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Terry McDaniel & Company
✚
|
TX | 1,921.0 M |
|
Modell Capital Management LLC
✚
|
MI | 1,884.2 M |
|
Blue Chip Partners LLC
✚
|
MI | 1,877.2 M |
|
Willis Johnson & Associates Inc
✚
|
TX | 1,851.9 M |
|
One Way Holdings LLC
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|
TX | 1,808.9 M |
|
Young Richard C & Co Ltd
✚
|
RI | 1,801.4 M |
|
Safford Nicholas H & Co Inc
✚
|
MA | 1,795.6 M |
|
Ally Invest Advisors Inc
✚
|
NC | 1,726.3 M |
|
Citrin Cooperman Wealth Management LLC
✚
|
NY | 1,699.4 M |
|
Advyzon Investment Management LLC
✚
|
IL | 1,675.8 M |