RIA IntelAdvisersW1M WEALTH MANAGEMENT LIMITED

W1M WEALTH MANAGEMENT LIMITED

Advisory

N·LONDON

Data as of May 7, 2026 · Source: SEC Form ADV

Total AUM
$24.8B
1-Year AUM Growth
+14.8%
3-Year CAGR
+2.7%
Employees
99
Assets Under Management
Total AUM$24.8B
Discretionary AUM$24.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,359
Team
Total Employees99
Investment Advisers200
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record35
First FilingDec 15, 2004
Latest FilingMay 7, 2026
🔒 Full AUM trend chart and 35 historical filings spanning 22+ years
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Registration
Status
Registration Date
SEC RegisteredYes
Exempt ReportingNo
Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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