Wilmington Trust Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated March 30, 2026, reports $141M in regulatory assets under management, 36 employees, 14 offices, and 74 accounts.
Assets Under Management
$141M
Employees
36
Offices
14 offices
Total Clients
74
Primary office
WILMINGTON, DE
WILMINGTON TRUST CENTER, 1100 NORTH MARKET STREET, WILMINGTON, DE, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
74
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of March 30, 2026
Discretionary100.0%
$141M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$141M
Total Accounts74
10Y AUM Change$-201M (-58.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee2:1
10Y Employee Change-19 (-34.5%)
* 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.