{ "crd_number": 325489, "slug": "wilmington-trust-asset-management-llc-wilmington-de-325489", "primary_business_name": "WILMINGTON TRUST ASSET MANAGEMENT, LLC", "legal_name": "WILMINGTON TRUST ASSET MANAGEMENT, LLC", "dbas": [], "city": "Wilmington", "state": "DE", "country": "United States", "cbsa_code": "37980", "metro": { "cbsa_code": "37980", "common_name": "Philadelphia", "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD", "path": "/advisors/pa/philadelphia" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-03-31", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-09-23", "carried_forward": false, "raum_total": 271387847.0, "raum_discretionary": 271387847.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 40, "advisory_employees": 31, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 271387847.0, "count": 5 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "DE", "GA", "MD", "NY", "PA" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325489", "city_as_filed": "WILMINGTON", "url": "https://advisorcensus.com/firm/wilmington-trust-asset-management-llc-wilmington-de-325489", "display_name": "Wilmington Trust Asset Management, LLC", "summary": "Wilmington Trust Asset Management, LLC is an SEC-registered investment advisory firm in Wilmington, DE, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.", "citation": "AdvisorCensus. Wilmington Trust Asset Management, LLC (CRD 325489): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Wilmington Trust Asset Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Wilmington Trust Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Wilmington Trust Asset Management, LLC located?", "a": "Wilmington Trust Asset Management, LLC's principal office is in Wilmington, DE, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Wilmington Trust Asset Management, LLC registered with the SEC or a state?", "a": "Wilmington Trust Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325489." }, { "q": "How much does Wilmington Trust Asset Management, LLC manage?", "a": "Wilmington Trust Asset Management, LLC reports $271,387,847 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary)." }, { "q": "How have Wilmington Trust Asset Management, LLC's assets and staff changed since 2023?", "a": "In the Form ADV data for Wilmington Trust Asset Management, LLC: Regulatory assets under management: $283,940,329 in the October 2023 data and $271,387,847 in the October 2026 data, down 4%. Total employees: 68 in October 2023 and 40 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Wilmington Trust Asset Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)." }, { "q": "Does Wilmington Trust Asset Management, LLC 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/325489" }, { "q": "What changed in Wilmington Trust Asset Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 36 to 31. Added an office in Rockville, MD. No longer lists an office in Baltimore, MD. Registered or notice-filed in MD, NY. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 283940329.0, "total_employees": 68, "filing_date": "2023-07-19" }, { "period": "2024-10-01", "regulatory_assets_under_management": 290463182.0, "total_employees": 46, "filing_date": "2024-08-01" }, { "period": "2025-10-01", "regulatory_assets_under_management": 297856148.0, "total_employees": 45, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 271387847.0, "total_employees": 40, "filing_date": "2026-09-23" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 36 to 31.", "Added an office in Rockville, MD.", "No longer lists an office in Baltimore, MD.", "Registered or notice-filed in MD, NY.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/wilmington-trust-asset-management-llc-wilmington-de-325489.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 5, "fewer_than_5": false, "raum": 271387847.0 } ], "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/325489", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }