W1M WEALTH MANAGEMENT LIMITED

CRD 132210File 801-63787

APPROVED

Retail clients

Filing as of May 7, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$24.85B

Top 10% of cohort (national)

Discretionary AUM

$24.85B

Clients

6,023

6,712 accounts

Employees

200

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: HQ
Registration date: Jan 3, 2005
Principal office: 16 BABMAES STREET, LONDON, SW1Y 6AH
Phone: +4402046172000
Website: https://www.w1m.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $24.85B
Discretionary AUM: $24.85B
Non-discretionary AUM: $0
Discretionary accounts: 6,712
Non-discretionary accounts: 0
Total accounts: 6,712
AUM per client: $4.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	212	$1.09B
Insurance companies	117	$315.7M
Charitable organizations	219	$1.40B
High net worth individuals	5,426	$6.32B
Pooled investment vehicles	49	$14.11B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	6,712	6,023	decreased by689
Apr 1, 2026	Employees	42	200	increased by158
Apr 1, 2026	Clients	1,359	6,712	increased by5,353
Apr 1, 2026	AUM	$1,993,768,681	$24,847,362,573	increased by$22,853,593,892
Apr 1, 2026	Accounts	2,240	6,712	increased by4,472
May 1, 2025 vs Oct 1, 2022	Employees	39	42	increased by3
May 1, 2025 vs Oct 1, 2022	Clients	918	1,359	increased by441
May 1, 2025 vs Oct 1, 2022	AUM	$2,087,095,364	$1,993,768,681	decreased by$93,326,683
May 1, 2025 vs Oct 1, 2022	Accounts	2,011	2,240	increased by229
Oct 1, 2022	Employees	34	39	increased by5
Oct 1, 2022	Clients	846	918	increased by72
Oct 1, 2022	AUM	$2,222,079,843	$2,087,095,364	decreased by$134,984,479
Oct 1, 2022	Accounts	1,865	2,011	increased by146
Oct 1, 2021	Employees	32	34	increased by2
Oct 1, 2021	Clients	835	846	increased by11

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “W1M WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“W1M WEALTH” may also match similarly-named firms). Confirm identity against each filing.

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.