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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) |
|---|
| CIK | Period |
|---|---|
| 0001086619 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 7.5 | |
| Nvidia Corp | 5.5 | |
| Alphabet Inc | 4.5 | |
| Facebook Inc | 3.6 | |
| Apple Inc | 3.2 | |
| Amazon Com Inc | 3.0 | |
| Broadcom Inc | 2.6 | |
| VISA Inc | 2.5 | |
| Netflix Inc | 2.2 | |
| Priceline Com Inc | 2.2 | |
| J P Morgan Chase & Co | 1.9 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | |
| Lilly Eli & Co | 1.5 | |
| MercadoLibre Inc | 1.4 | |
| Tencent Music Entertainment Group | 1.3 | |
| Morgan Stanley | 1.3 | |
| Spotify Technology Sa | 1.1 | |
| Mastercard Inc | 1.1 | |
| Arista Networks Inc | 1.1 | |
| Salesforce Com Inc | 1.1 | |
| Liberty Media Corp | 0.9 | |
| Boston Scientific Corp | 0.9 | |
| Emerson Electric Co | 0.8 | |
| Coca Cola Co | 0.8 | |
| Adobe Systems Inc | 0.8 | |
| HDFC Bank Ltd | 0.8 | |
| Texas Instruments Inc | 0.8 | |
| ARM Holdings PLC /UK | 0.8 | |
| FPL Group Inc | 0.7 | |
| Alcoa Inc | 0.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FDX Advisors Inc
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|
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 |
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1832 Asset Management US Inc
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|
0.9 | |
|
Correct Capital Wealth Management LLC
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|
MO | 0.9 |
|
Trebuchet Consulting LLC
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|
PA | 0.9 |
|
Strategic Equity Management Inc
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|
AZ | 0.9 |
|
Jocelyn Investment Management LLC
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|
CA | 0.9 |
|
JMAC Enterprises LLC
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|
PA | 0.9 |
|
Foundation Resource Management Inc
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|
AR | 0.9 |