Non- Executive Director · W1m Wealth Management Limited
David Morgan
CRD 6236385 · Named on Form ADV at one SEC-registered adviser
At a glance
W1m Wealth Management Limited, an SEC-registered private fund adviser based in London, United Kingdom with $24.8 billion in regulatory assets, lists David Morgan on its Form ADV as Non- Executive Director.
Firms and roles
- W1m Wealth Management LimitedNon- Executive DirectorPrivate fund adviser · London, United Kingdom · $25B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (8)
- Guy A. McGlashanChief Executive Officer and Director, W1m Wealth Management Limited
- Dominic T. CrabbChief Compliance Officer and Director, W1m Wealth Management Limited
- Robert C. PaulDirector, W1m Wealth Management Limited
- Stephen Thomas M. MurphyNon-Executive Chairman, W1m Wealth Management Limited
- Ananth Steven S. ChhokerExecutive Director, W1m Wealth Management Limited
3 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.