Wembley Strategic Advisory LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $695M in regulatory assets under management, 2 employees, and 35 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 54.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
54.5%
6
2
HNWI
45.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$695Mas of March 30, 2026
Discretionary58.8%
$409M
59% of total RAUM58.8%
Non-discretionary41.2%
$287M
41% of total RAUM41.2%
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$695M
Total Accounts35
10Y AUM Change+$695M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee6:1
10Y Employee Change+1 (+100.0%)
* 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.