FIRM PROFILE

W1M WEALTH MANAGEMENT LIMITED

CRD 132210 · Source month: August 2026

Reported business facts

CRD number: 132210Reported in SEC monthly data
Legal name: W1M WEALTH MANAGEMENT LIMITEDReported in SEC monthly data
Regulatory assets under management: $24,847,362,573.00Reported in SEC monthly data
Employees: 200Reported in SEC monthly data
Employees performing advisory functions: 99Reported in SEC monthly data
Individual clients (other than high net worth): 0Reported in SEC monthly data
High net worth individual clients: 5,426Reported in SEC monthly data
Banking or thrift institution clients: 0Reported in SEC monthly data
Investment company clients: 0Reported in SEC monthly data
Business development company clients: 0Reported in SEC monthly data
Other pooled investment vehicle clients: 49Reported in SEC monthly data
Pension and profit-sharing plan clients: 0Reported in SEC monthly data
Charitable organization clients: 219Reported in SEC monthly data
State or municipal government clients: 0Reported in SEC monthly data
Other investment adviser clients: 0Reported in SEC monthly data
Insurance company clients: 117Reported in SEC monthly data
Sovereign wealth fund or foreign official clients: 0Reported in SEC monthly data
Corporation or other business clients: 212Reported in SEC monthly data
Other clients: 689Reported in SEC monthly data

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

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