Falists
← Back to search

W1M WEALTH MANAGEMENT LIMITED

CRD 132210 · SEC 801-63787

Visit website

16 BABMAES STREET, LONDON, CA, SW1Y 6AH, United Kingdom

Phone

+4402046172000

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$24.85B

Discretionary AUM

$24.85B

Team

200 total employees; 99 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-07

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
High net worth individuals5426$6.32B
Pooled investment vehicles49$14.11B
Charitable organizations219$1.40B
Insurance companies117$315.7M
Corporations/business entities212$1.09B

States served

CA, CO, DC, GA, IL, ME, MA, NJ, NY, OH, PA, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD