W1M WEALTH MANAGEMENT LIMITED

LONDON

+4402046172000

SEC #801-63787

Total AUM

$24.8B

Employees

200

Clients

6,712

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

16 BABMAES STREET
LONDON
SW1Y 6AH
United Kingdom

Operating Hours

8:00 AM - 5:00 PM
Monday - Friday

Phone

+4402046172000

Other Offices

Financials

Total AUM

$24.8B

Accounts

6,712

Discretionary

$24.8B

Accounts

6,712

Non-Discretionary

Accounts

Clients

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HNW Individual Clients

5,426

AUM

$6.3B

Pooled Vehicle Clients

AUM

$14.1B

Charitable Organization Clients

219

AUM

$1.4B

Insurance Company Clients

117

AUM

$315.7M

Corporation or Business Clients

212

AUM

$1.1B

Other Clients

689

AUM

$1.6B

Description of Other Clients

TRUSTS

Services

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Services Offered

Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

CACOCTDCFLGAILMAMENHNJNYOHPATXWA

Affiliates

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Affiliates

Reported 7 business affiliates.

Claimed Affiliates

Reported as an affiliate by 2 other businesses.