SCHRODER WEALTH MANAGEMENT (US) LIMITED
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.40B |
| Discretionary | $1.12B80% of AUM |
| Non-Discretionary | $287.3M |
| Client Accounts | 272 |
| Avg Account Size | $5.2M |
| Employees | 9 |
| Peak AUM | $1.40BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +52.1% | +36.0% | +24.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.40B |
| Discretionary | $1.12B |
| Employees | 9 |
| Client Accounts | 272 |
Contact & Location
Address
1 LONDON WALL PLACE
LONDON EC2Y 5AU
United Kingdom
Phone
00 44 (0)20 7658 6000
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.1B
79.5% of AUM
Non-Discretionary
$287M
20.5% of AUM
Disc. mix ▲ 6.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser