Schroder Wealth Management (US) Limited
Registered investment adviser · London · CRD #289151
Form ADV data as of 2026-09-01Regulatory assets
$1.40 billion
Total accounts
272
Employees
9
Disclosure events
0
Firm details
- Website: http://www.schroders.com/en/us/wealth-management
- Telephone: 00 44 (0)20 7658 6000
- SEC file number: 801-110948
- Most recent Form ADV filing: 2026-04-01
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $1.12 billion |
| Non-discretionary regulatory assets under management | $287.3 million |
| Total regulatory assets under management | $1.40 billion |
| Discretionary accounts | 263 |
| Non-discretionary accounts | 9 |
| Total accounts | 272 |
| Regulatory assets under management attributable to non-U.S. persons | $908.1 million |
People
| Total employees (excluding clerical) | 9 |
| Employees performing investment advisory functions (including research) | 5 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Recommends securities in which it has another proprietary interest
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 252 | $976.7 million |
| Corporations or other businesses not listed above | 20 | $425.9 million |