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| Keyboard |
| W1M Wealth Management Limited
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|
|---|---|
| CRD # | 132210 |
| SEC # | 801-63787 |
| CIK # | |
| AUM | 24.8 B (2026-05-07) |
| Employees | 200 (50% Investors, 0% Brokers) |
| Phone | 4402046172000 |
| Address | 16 Babmaes Street London, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5,426 | 6.3 |
| (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 | 49 | 14.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 219 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 117 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 212 | 1.1 |
| (n) Other | 689 | 1.6 |
| Total | 6,712 | 24.8 |
| By Discretionary | ||
| Discretionary | 6,712 | 24.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,712 | 24.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.8 | |
| United States Persons | 1.0 | |
| Total | 6,712 | 24.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 213800PDNKK64YM9VD04 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Invesco Hong Kong Limited
✚
|
26.2 B | |
|
Templeton Global Advisors Limited
✚
|
25.8 B | |
|
H&H International Investment LLC
✚
|
CA | 25.5 B |
|
Plante Moran Financial Advisors LLC
✚
|
MI | 25.1 B |
|
Ruffer LLP
✚
|
24.9 B | |
|
Garcia Hamilton & Associates LP
✚
|
TX | 24.9 B |
|
Xponance LLC
✚
|
PA | 24.3 B |
|
T Rowe Price Japan Inc
✚
|
24.1 B | |
|
Fund Evaluation Group LLC
✚
|
OH | 23.9 B |
|
Stonehage Fleming Investment Management Limited
✚
|
23.8 B |