SCHRODER WEALTH MANAGEMENT (US) LIMITED

CRD 289151 · SEC 801-110948

1 LONDON WALL PLACE, LONDON, AZ, EC2Y 5AU, United Kingdom

Phone

00 44 (0)20 7658 6000

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.40B

Discretionary AUM

$1.12B

Team

9 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-01

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Type	Clients	AUM
High net worth individuals	252	$976.7M
Corporations/business entities	20	$425.9M

AZ, CA, CO, DE, GA, IL, KY, ME, MD, MA, MS, NV, NJ, NY, OR, PA, SC, TN, VA, WY, WA, TX, NH, CT, FL

Official SEC filing: View on IAPD