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
$5.0B
Employees
129
Offices
--
Total Clients
3,510
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 77.6% of total clients.
Top client categories% of clientsClients
1
Individuals
77.6%
2,723
2
HNWI
20.5%
720
3
Charitable
1.9%
67
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.0Bas of June 9, 2026
Discretionary74.4%
$3.7B
74% of total RAUM74.4%
Non-discretionary25.6%
$1.3B
26% of total RAUM25.6%
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$5.0B
Total Accounts5,421
10Y AUM Change+$3.8B (+317.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees129
Clients per Employee27:1
10Y Employee Change+119 (+1190.0%)
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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.