Investment adviser · CRD 132210
W1M WEALTH MANAGEMENT LIMITED
Investment adviser filing (IA)
LONDON, United Kingdom · Form ADV filed May 7, 2026
- Regulatory AUM
- $24.8B Form ADV · Item 5.F
- Client accounts
- 6,712 Accounts, not individual clients
- Employees
- 200 Reported in this filing
- Advisory professionals
- 99 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 49 | $14,111,086,970 | 56.8% |
| High-net-worth individuals | 5,426 | $6,320,988,027 | 25.4% |
| Other clients | 689 | $1,604,576,143 | 6.5% |
| Charities | 219 | $1,404,845,557 | 5.7% |
| Corporations & businesses | 212 | $1,090,192,392 | 4.4% |
| Insurance companies | 117 | $315,673,484 | 1.3% |
Filing source
Form ADV 2103981 · May 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 7, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
16 BABMAES STREETLONDON, SW1Y 6AH, United Kingdom
CRD 132210
Filing source
Form ADV 2103981 · May 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.