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LGT WEALTH MANAGEMENT US LIMITED
CRD 164190 · SEC 801-77580
14 CORNHILL, LONDON, VT, EC3V 3NR, United Kingdom
Phone
+44 203 207 8000
Fax
+44 203 207 8001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.80B
Discretionary AUM
$1.72B
Team
25 total employees; 14 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Other (specify)
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 646 | $229.8M |
| High net worth individuals | 310 | $1.06B |
| Corporations/business entities | 378 | $505.5M |
States served
VT, AR, CA, CO, DC, GA, IL, IA, KY, MD, MA, MI, MN, MT, NJ, NY, NC, OH, OR, PA, SC, TN, VA, VI, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD