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| Keyboard |
| Schroder Wealth Management US Limited
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|---|---|
| CRD # | 289151 |
| SEC # | 801-110948 |
| CIK # | |
| AUM | 1,402.6 M (2026-04-01) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 004402076586000 |
| Address | 1 London Wall Place London, United Kingdom |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 549300U4T93AF1MIUB71 |
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|---|---|---|
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1,405.8 M | |
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NY | 1,405.6 M |
|
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MA | 1,405.3 M |
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TX | 1,403.0 M |
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Werba Rubin Papier Wealth Management LLC
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CA | 1,400.9 M |
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Pivot Capital Partners LLC
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IL | 1,400.0 M |
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Verity and Verity LLC
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SC | 1,399.6 M |
|
Laurel Oak Wealth Management LLC
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|
NJ | 1,399.3 M |
|
Asset Advisors Investment Management LLC
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GA | 1,399.0 M |
|
St Denis J Villere & Co LLC
✚
|
LA | 1,397.8 M |