Lgt Wealth Management US Limited is an SEC registered investment adviser. Its latest Form ADV filing, dated March 25, 2026, reports $1.8B in regulatory assets under management, 25 employees, and 2,018 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.4% of total clients.
Top client categories% of clientsClients
1
Individuals
48.4%
646
2
Corporations
28.3%
378
3
HNWI
23.2%
310
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 25, 2026
Discretionary95.6%
$1.7B
96% of total RAUM95.6%
Non-discretionary4.4%
$79M
4% of total RAUM4.4%
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$1.8B
Total Accounts2,018
10Y AUM Change+$1.5B (+452.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee53:1
10Y Employee Change+19 (+316.7%)
* 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.