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| Schroder Wealth Management US Limited
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|---|---|
| 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 ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 | ||
| 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) | 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 |
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