W1m Wealth Management Limited

Registered investment adviser · London · CRD #132210

Form ADV data as of 2026-09-01

Regulatory assets

$24.85 billion

Total accounts

6,712

Employees

200

Disclosure events

Firm details

Website: https://www.linkedin.com/company/w1m
Telephone: +4402046172000
SEC file number: 801-63787
Most recent Form ADV filing: 2026-05-07
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	$24.85 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$24.85 billion
Discretionary accounts	6,712
Non-discretionary accounts	0
Total accounts	6,712
Regulatory assets under management attributable to non-U.S. persons	$23.85 billion

People

Total employees (excluding clerical)	200
Employees performing investment advisory functions (including research)	99
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	19

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

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)

Affiliated related persons

Other investment adviser (including financial planners)Pension consultantSponsor, general partner, or managing member of pooled investment vehicles

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:

Buys or sells for itself securities it also recommends to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
High net worth individuals	5,426	$6.32 billion
Pooled investment vehicles (other than investment companies and BDCs)	49	$14.11 billion
Charitable organizations	219	$1.40 billion
Insurance companies	117	$315.7 million
Corporations or other businesses not listed above	212	$1.09 billion
Other	689	$1.60 billion