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Schroder Wealth Management (US) Limited

● SEC registered since 2017CRD 289151SEC# 801-110948London
Export (members)
Reg. AUM
$922.4M
Employees
6
Accounts
226
Location
London

Schroder Wealth Management (US) Limited assets under management

Schroder Wealth Management (US) Limited is a registered investment adviser overseen by the SEC based in London. The firm has been registered since 2017. It reports $922.4 million in regulatory assets under management and employs 6 people.
www.schroders.com/en/us/wealth-managementView on SEC.gov ↗

Schroder Wealth Management (US) Limited owners & executives

7 reported
NameTitleOwnershipSince
Benedict Joel David NoahChief Compliance OfficerUnder 5%2019
Dominic Peter Corti Emmerson ControlChair - Director - ManagerUnder 5%2023
Helen Louise Fitzgerald ControlChief Financial Officer - DirectorUnder 5%2020
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Frequently asked questions

How much does Schroder Wealth Management (US) Limited manage?

Schroder Wealth Management (US) Limited reports $922.4 million in regulatory assets under management on its Form ADV.

How many employees does Schroder Wealth Management (US) Limited have?

Schroder Wealth Management (US) Limited reports 6 employees.

Where is Schroder Wealth Management (US) Limited located?

Schroder Wealth Management (US) Limited is based in London and has been SEC-registered since 2017.

Does Schroder Wealth Management (US) Limited disclose fund performance?

Schroder Wealth Management (US) Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 London Wall Place, London EC2Y 5AU
Phone00 44 (0)20 7658 6000
Office hours9.00a.m. - 5.00p.m.
SEC regionHQ
CIK1086619
Discloses disciplinary historyNo

Assets under management

Discretionary$673.3M
Non-discretionary$249.1M
Total (RAUM)$922.4M