|
⚲
|
| Keyboard |
| Schroder Wealth Management US Limited
✚
|
|
|---|---|
| CRD # | 289151 |
| SEC # | 801-110948 |
| CIK # | 0001086619 |
| AUM | 1,402.6 M (2026-04-01) |
| Employees | 9 (56% 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) | |
|---|---|---|---|
| Nvidia Corp | 7.6 | ||
| Alphabet Inc | 6.5 | ||
| Microsoft Corp | 5.7 | ||
| Apple Inc | 5.1 | ||
| Broadcom Inc | 3.4 | ||
| Amazon Com Inc | 3.0 | ||
| Facebook Inc | 3.0 | ||
| Visa Inc | 2.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.0 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Morgan Stanley | 1.7 | ||
| Arista Networks Inc | 1.1 | ||
| MercadoLibre Inc | 1.1 | ||
| FPL Group Inc | 1.1 | ||
| Lilly Eli & Co | 1.1 | ||
| Coca Cola Co | 1.0 | ||
| Mastercard Inc | 1.0 | ||
| Coach Inc | 1.0 | ||
| Johnson & Johnson | 0.9 | ||
| Parker Hannifin Corp | 0.9 | ||
| Thermo Fisher Scientific Inc | 0.8 | ||
| Alphabet Inc | 0.8 | ||
| Emerson Electric Co | 0.8 | ||
| Medtronic Holdings Ltd | 0.7 | ||
| Hansen Natural Corp | 0.7 | ||
| Bristol Myers Squibb Co | 0.7 | ||
| Tencent Music Entertainment Group | 0.7 | ||
| Salesforce Com Inc | 0.7 | ||
| Netflix 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) | 252 | 976.7 |
| (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 | 20 | 425.9 |
| (n) Other | 0 | 0.0 |
| Total | 272 | 1,402.6 |
| By Discretionary | ||
| Discretionary | 263 | 1,115.3 |
| Non-Discretionary | 9 | 287.3 |
| Total | 272 | 1,402.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 908.1 | |
| United States Persons | 494.5 | |
| Total | 272 | 1,402.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001086619] | |
| SC 13G | [0001086619] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 549300U4T93AF1MIUB71 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cumberland Investment Counsel Inc
✚
|
1,405.8 M | |
|
Greenline Partners LLC
✚
|
NY | 1,405.6 M |
|
Marino Stram and Associates LLC
✚
|
MA | 1,405.3 M |
|
49 Wealth Management LLC
✚
|
TX | 1,403.0 M |
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1,400.9 M |
|
Pivot Capital Partners LLC
✚
|
IL | 1,400.0 M |
|
Verity and Verity LLC
✚
|
SC | 1,399.6 M |
|
Laurel Oak Wealth Management LLC
✚
|
NJ | 1,399.3 M |
|
Asset Advisors Investment Management LLC
✚
|
GA | 1,399.0 M |
|
St Denis J Villere & Co LLC
✚
|
LA | 1,397.8 M |