Private fund adviser · London, United Kingdom
W1m Wealth Management Limited
SEC-registered investment adviser · CRD 132210 · SEC 801-63787
At a glance
W1m Wealth Management Limited is an SEC-registered investment adviser based in London, United Kingdom, with $24.8 billion in regulatory assets under management as of its Form ADV filed May 7, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 5,426 individual clients. By Form ADV it is a private fund adviser, ranked 298th of 4,686 private fund advisers and 744th of 17,210 SEC-registered advisers by assets.
Main office +4402046172000w1m.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $25B
- Rank among private fund advisers
- #298 of 4,686
- Rank among all SEC RIAs
- #744 of 17,210
- Individual clients
- 5,426
- High-net-worth clients
- 5,426
- Accounts
- 6,712
- Discretionary
- 100% of AUM
- Employees
- 200
- Advisory staff
- 99
- Offices
- 2
Owners and executives on its Form ADV
- Guy A. McGlashanChief Executive Officer and Director
- Dominic T. CrabbChief Compliance Officer and Director
- Robert C. PaulDirector
- Stephen Thomas M. MurphyNon-Executive Chairman
- Ananth Steven S. ChhokerExecutive Director
- Michael D. AllenExecutive Director
- David MorganNon- Executive Director
- Alexandra W. NapierNON Executive Director
- Sebastian S. DoveyNON Executive Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 49 | $14B | 57% |
| High-net-worth individuals | 5,426 | $6.3B | 25% |
| Other | 689 | $1.6B | 6% |
| Charitable organizations | 219 | $1.4B | 6% |
| Corporations or other businesses | 212 | $1.1B | 4% |
| Insurance companies | 117 | $316M | 1% |
Disciplinary disclosures
W1m Wealth Management Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗w1m.com ↗
AtlasMembers
The full record on W1m Wealth Management Limited
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 576 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does W1m Wealth Management Limited manage?
W1m Wealth Management Limited reports $24.8 billion in regulatory assets under management across 6,712 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 7, 2026.
What kind of firm is W1m Wealth Management Limited?
W1m Wealth Management Limited is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are W1m Wealth Management Limited’s clients?
By assets, its largest client types are pooled investment vehicles ($14.1 billion, 49 clients); high-net-worth individuals ($6.3 billion, 5,426 clients); other ($1.6 billion, 689 clients).
Does W1m Wealth Management Limited have any disciplinary history?
W1m Wealth Management Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is W1m Wealth Management Limited’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 (2026-05-07), 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 →