Wealth manager, public-company owned · London, United Kingdom
Maseco Private Wealth
Maseco LLP · SEC-registered investment adviser · CRD 147686 · SEC 801-69385
At a glance
Maseco Private Wealth is an SEC-registered investment adviser based in London, United Kingdom, with $5.0 billion in regulatory assets under management as of its Form ADV filed August 7, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 3,443 individual clients. By Form ADV it is a wealth manager (public-company owned), ranked 339th of 8,915 wealth managers and 2,117th of 17,210 SEC-registered advisers by assets.
Main office +442070430455maseco.co.ukLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.0B
- Rank among wealth managers
- #339 of 8,915
- Rank among all SEC RIAs
- #2,117 of 17,210
- Individual clients
- 3,443
- High-net-worth clients
- 720
- Accounts
- 5,421
- Discretionary
- 74% of AUM
- Employees
- 129
- Advisory staff
- 24
- Offices
- 1
Owners and executives on its Form ADV
- James R. SellonManaging Director, UK and Europe
- Joshua E. MatthewsManaging Director, UK and Europe
- Marc S. CaneChief Compliance Officer
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed July 2026) names Integrity Alliance, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
UCFA has investment advisor representatives that are dually registered representatives with Integrity Alliance, LLC an unaffiliated broker-dealer registered with the SEC and a member of the Financial Industry Regulatory Authority (FINRA).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 720 | $2.8B | 56% |
| Individuals | 2,723 | $2.1B | 43% |
| Charitable organizations | 67 | $40M | <1% |
Disciplinary disclosures
Maseco Private Wealth answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗maseco.co.uk ↗
AtlasMembers
The full record on Maseco Private Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 813 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Maseco Private Wealth manage?
Maseco Private Wealth reports $5.0 billion in regulatory assets under management across 5,421 accounts, 74% of it on a discretionary basis, on its Form ADV filed August 7, 2026.
What kind of firm is Maseco Private Wealth?
Maseco Private Wealth is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. A public reporting company controls it.
Who are Maseco Private Wealth’s clients?
By assets, its largest client types are high-net-worth individuals ($2.8 billion, 720 clients); individuals ($2.1 billion, 2,723 clients); charitable organizations ($40 million, 67 clients).
Does Maseco Private Wealth have any disciplinary history?
Maseco Private Wealth answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Maseco Private Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →