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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Schroder Wealth Management US Limited
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|---|---|
| CRD # | 289151 |
| SEC # | 801-110948 |
| CIK # | 0001086619 |
| AUM | $922.4 M (2025-03-31) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 004402076586000 |
| Address | 1 London Wall Place London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 7.5 | ||
| Nvidia Corp | 5.5 | ||
| Alphabet Inc | 4.5 | ||
| Facebook Inc | 3.6 | ||
| Apple Inc | 3.2 | ||
| Amazon Com Inc | 3.0 | ||
| Broadcom Inc | 2.6 | ||
| VISA Inc | 2.5 | ||
| Netflix Inc | 2.2 | ||
| Priceline Com Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 208 | 595.1 |
| (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 | 0.0 |
| (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 | 18 | 327.3 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 922.4 |
| By Discretionary | ||
| Discretionary | 215 | 673.3 |
| Non-Discretionary | 11 | 249.1 |
| Total | 226 | 922.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 589.6 | |
| United States Persons | 332.8 | |
| Total | 226 | 922.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001086619] | |
| SC 13G | [0001086619] |
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|---|---|---|
|
FDX Advisors Inc
✚
|
IL | 0.9 |
|
Yeske BUIE Inc
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|
VA | 0.9 |
|
APCM Wealth Management for Individuals LLC
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|
AK | 0.9 |
|
1832 Asset Management US Inc
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|
0.9 | |
|
Correct Capital Wealth Management LLC
✚
|
MO | 0.9 |
|
Trebuchet Consulting LLC
✚
|
PA | 0.9 |
|
Strategic Equity Management Inc
✚
|
AZ | 0.9 |
|
Jocelyn Investment Management LLC
✚
|
CA | 0.9 |
|
JMAC Enterprises LLC
✚
|
PA | 0.9 |
|
Foundation Resource Management Inc
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|
AR | 0.9 |