W1M WEALTH MANAGEMENT LIMITED

RIASEC RegisteredEst. 2005

Total AUM

$24.8B

Discretionary

$24.8B

100% of AUM

Avg account

$3.7M

Accounts

6,712

Employees

200

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 132210
Registered since: January 3, 2005
Website: www.londonandcapital.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pooled Investment Vehicles56.79%
HNWI25.44%
Other6.46%
Charitable Organizations5.65%
Corporations / Businesses4.39%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

W1M Wealth Management Limited is an independent, SEC-registered advisory firm organized as a limited liability company and operating since 2005. The firm serves both high-net-worth individuals and families as well as institutional clients, and it describes itself as a capital allocator that combines percentage-of-AUM and fixed-fee billing. Ownership is reported as a mix of a foreign entity and an individual. Advisory services listed on the ADV emphasize discretionary portfolio management for individuals, small businesses and institutional clients, plus pension consulting and the selection of other advisers. The firm also participates as sponsor, general partner or managing member of pooled investment vehicles. W1M identifies as an active ESG investor, suggesting environmental, social and governance considerations are part of manager selection or portfolio construction.