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LGT WEALTH MANAGEMENT US LIMITED
CRD 164190File 801-77580
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.80B
Top 25% of cohort (national)
Discretionary AUM
$1.72B
Non-discretionary $78.9M
Clients
1,334
2,018 accounts
Employees
25
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 7, 2013
- Principal office
- 14 CORNHILL, LONDON, EC3V 3NR
- Phone
- +44 203 207 8000
- Website
- HTTPS://WWW.LGTWM-US.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.80B
- Discretionary AUM
- $1.72B
- Non-discretionary AUM
- $78.9M
- Discretionary accounts
- 1,965
- Non-discretionary accounts
- 53
- Total accounts
- 2,018
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 378 | $505.5M |
| Charitable organizations | Fewer than 5 | $991K |
| High net worth individuals | 310 | $1.06B |
| Individuals (other than high net worth individuals) | 646 | $229.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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- Q11
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.