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WILMINGTON TRUST INVESTMENT ADVISORS, INC.

CRD 106909 · SEC 801-50883

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WILMINGTON TRUST CENTER, 1100 NORTH MARKET STREET, WILMINGTON, DE, 19890-0001, United States

Phone

646-531-7248

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$17.83B

Discretionary AUM

$17.76B

Team

104 total employees; 74 advisory reps; 3 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-14

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsASSET ALLOCATION, ECONOMIC ANALYSIS AND CAPITAL MARKETS FORECASTING, LEASE ADVISORY STAFF TO AFFILIATES

Client types

TypeClientsAUM
High net worth individuals6$36.5M
Investment companies1$1.60B
Pension/profit sharing plans21$3.62B
Charitable organizations49$1.55B
State/municipal entities15$2.61B
Insurance companies8$327.7M
Corporations/business entities49$1.27B

States served

VT, AZ, CA, DE, DC, ME, MD, MA, NY, OH, PA, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD