Maseco Private Wealth is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated December 2, 2025, reports $3.8B in regulatory assets under management, 125 employees, and 4,554 accounts.
Assets Under Management
$3.8B
Employees
125
Offices
--
Total Clients
2,806
Primary office
LONDON
THE KODAK, 11 KEELEY STREET, LONDON, United Kingdom
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.3% of total clients.
Top client categories% of clientsClients
1
Individuals
78.3%
2,198
2
HNWI
21.5%
603
3
Charitable
0.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of December 2, 2025
Discretionary73.2%
$2.8B
73% of total RAUM73.2%
Non-discretionary26.8%
$1.0B
27% of total RAUM26.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.8B
Total Accounts4,554
10Y AUM Change+$2.8B (+270.0%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees125
Clients per Employee22:1
10Y Employee Change+117 (+1462.5%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.