Schroder Wealth Management (Us) Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 1, 2026, reports $1.4B in regulatory assets under management, 9 employees, and 272 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.6% of total clients.
Top client categories% of clientsClients
1
HNWI
92.6%
252
2
Corporations
7.4%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 1, 2026
Discretionary79.5%
$1.1B
80% of total RAUM79.5%
Non-discretionary20.5%
$287M
20% of total RAUM20.5%
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$1.4B
Total Accounts272
10Y AUM Change+$1.4B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee30:1
10Y Employee Change+5 (+125.0%)
* 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.