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WILMINGTON TRUST INVESTMENT ADVISORS, INC.
CRD 106909File 801-50883
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$17.83B
Top 10% of cohort (national)
Discretionary AUM
$17.76B
Non-discretionary $67.7M
Clients
149
3,540 accounts
Employees
104
Top 10% of cohort in DE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 27, 1995
- Principal office
- WILMINGTON TRUST CENTER, 1100 NORTH MARKET STREET, WILMINGTON, DE, 19890-0001
- Phone
- 646-531-7248
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.83B
- Discretionary AUM
- $17.76B
- Non-discretionary AUM
- $67.7M
- Discretionary accounts
- 3,520
- Non-discretionary accounts
- 20
- Total accounts
- 3,540
- AUM per client
- $119.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 49 | $1.27B |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | 8 | $327.7M |
| Investment companies | 1 | $1.60B |
| Charitable organizations | 49 | $1.55B |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 6 | $36.5M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 21 | $3.62B |
| State or municipal government entities | 15 | $2.61B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 155 | 149 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.