# W1M Wealth Management Limited

> 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.

- CRD: 132210
- Filed as: W1M WEALTH MANAGEMENT LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132210
- AdvisorCensus page: https://advisorcensus.com/firm/w1m-wealth-management-limited-london-132210

## Quick answers

**How is W1M Wealth Management Limited compensated?**
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).

**Where is W1M Wealth Management Limited located?**
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).

**Is W1M Wealth Management Limited registered with the SEC or a state?**
W1M Wealth Management Limited is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 132210.

**How much does W1M Wealth Management Limited manage?**
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).

**How have W1M Wealth Management Limited's assets and staff changed since 2021?**
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.

**What types of clients does W1M Wealth Management Limited serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5,426); other (689); charitable organizations (219).

**Which custodians does W1M Wealth Management Limited use?**
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.

**Does W1M Wealth Management Limited report any disciplinary disclosures?**
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

**Does W1M Wealth Management Limited state an account minimum?**
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."

**What changed in W1M Wealth Management Limited's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> W1M requires a minimum account size of $1,000,000 however the Adviser has discretion to waive the account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments (Europe) Ltd
- SEI Investments - Guernsey Limited

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.

### Regulatory assets under management (Item 5.F)
- Total: $24,847,362,573
- Discretionary: $24,847,362,573
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 5,426 | $6,320,988,027 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 49 | $14,111,086,970 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 219 | $1,404,845,557 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 117 | $315,673,484 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 212 | $1,090,192,392 |
| Other | 689 | $1,604,576,143 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 200 total, 99 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, FL, GA, IL, MA, ME, NH, NJ, NY, OH, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Glasgow,

### Websites listed on Form ADV (Item 1.I)
- w1m.com
- LinkedIn @w1m

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,222,079,843 | 34 | September 28, 2021 |
| October 2022 | $2,087,095,364 | 39 | September 27, 2022 |
| October 2023 | $2,396,671,594 | 42 | September 29, 2023 |
| October 2024 | $2,396,671,594 | 42 | August 2, 2024 |
| October 2025 | $1,993,768,681 | 42 | June 30, 2025 |
| October 2026 | $24,847,362,573 | 200 | May 7, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. W1M Wealth Management Limited (CRD 132210): Form ADV filing data as of October 2026.