{
  "crd_number": 132210,
  "slug": "w1m-wealth-management-limited-london-132210",
  "primary_business_name": "W1M WEALTH MANAGEMENT LIMITED",
  "legal_name": "W1M WEALTH MANAGEMENT LIMITED",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-01-03",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-05-07",
  "carried_forward": false,
  "raum_total": 24847362573.0,
  "raum_discretionary": 24847362573.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 200,
  "advisory_employees": 99,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 1604576143.0,
      "count": 689,
      "description": "TRUSTS"
    },
    "charitable": {
      "raum": 1404845557.0,
      "count": 219
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 315673484.0,
      "count": 117
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 6320988027.0,
      "count": 5426
    },
    "pooled_investment_vehicles": {
      "raum": 14111086970.0,
      "count": 49
    },
    "corporations_other_businesses": {
      "raum": 1090192392.0,
      "count": 212
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "IL",
    "MA",
    "ME",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/w1m",
    "https://w1m.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132210",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/w1m-wealth-management-limited-london-132210",
  "display_name": "W1M Wealth Management Limited",
  "summary": "W1M Wealth Management Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 7, 2026.",
  "citation": "AdvisorCensus. W1M Wealth Management Limited (CRD 132210): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is W1M Wealth Management Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), W1M Wealth Management Limited reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is W1M Wealth Management Limited located?",
      "a": "W1M Wealth Management Limited's principal office is in London, United Kingdom, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is W1M Wealth Management Limited registered with the SEC or a state?",
      "a": "W1M Wealth Management Limited is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 132210."
    },
    {
      "q": "How much does W1M Wealth Management Limited manage?",
      "a": "W1M Wealth Management Limited reports $24,847,362,573 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have W1M Wealth Management Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for W1M Wealth Management Limited: Regulatory assets under management: $2,222,079,843 in the October 2021 data and $24,847,362,573 in the October 2026 data, up 1018%. Total employees: 34 in October 2021 and 200 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does W1M Wealth Management Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5,426); other (689); charitable organizations (219)."
    },
    {
      "q": "Which custodians does W1M Wealth Management Limited use?",
      "a": "W1M Wealth Management Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments (Europe) Ltd and SEI Investments - Guernsey Limited as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does W1M Wealth Management Limited report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132210"
    },
    {
      "q": "Does W1M Wealth Management Limited state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"W1M requires a minimum account size of $1,000,000 however the Adviser has discretion to waive the account minimum.\""
    },
    {
      "q": "What changed in W1M Wealth Management Limited's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 16 to 99. Regulatory assets under management went from $1,993,768,681 to $24,847,362,573 (+1146%). Added an office in Glasgow,. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2222079843.0,
      "total_employees": 34,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2087095364.0,
      "total_employees": 39,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2396671594.0,
      "total_employees": 42,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2396671594.0,
      "total_employees": 42,
      "filing_date": "2024-08-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1993768681.0,
      "total_employees": 42,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 24847362573.0,
      "total_employees": 200,
      "filing_date": "2026-05-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 99.",
        "Regulatory assets under management went from $1,993,768,681 to $24,847,362,573 (+1146%).",
        "Added an office in Glasgow,.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "W1M requires a minimum account size of $1,000,000 however the Adviser has discretion to waive the account minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "W1M requires a minimum account size of $1,000,000 however the Adviser has discretion to waive the account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "SEI Investments (Europe) Ltd",
      "name_as_filed": "SEI INVESTMENTS (EUROPE) LTD",
      "affiliated": false
    },
    {
      "name": "SEI Investments - Guernsey Limited",
      "name_as_filed": "SEI INVESTMENTS - GUERNSEY LIMITED",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/w1m-wealth-management-limited-london-132210.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5426,
      "fewer_than_5": false,
      "raum": 6320988027.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 49,
      "fewer_than_5": false,
      "raum": 14111086970.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 219,
      "fewer_than_5": false,
      "raum": 1404845557.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 117,
      "fewer_than_5": false,
      "raum": 315673484.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 212,
      "fewer_than_5": false,
      "raum": 1090192392.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 689,
      "fewer_than_5": false,
      "raum": 1604576143.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132210",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}