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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 25 | decreased by3 |
| Apr 1, 2026 | Clients | 1,106 | 1,334 | increased by228 |
| Apr 1, 2026 | AUM | $1,438,498,773 | $1,799,545,425 | increased by$361,046,652 |
| Apr 1, 2026 | Accounts | 1,805 | 2,018 | increased by213 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 28 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 831 | 1,106 | increased by275 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,058,155,203 | $1,438,498,773 | increased by$380,343,570 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,153 | 1,805 | increased by652 |
| Apr 1, 2022 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2022 | Clients | 680 | 831 | increased by151 |
| Apr 1, 2022 | AUM | $829,711,426 | $1,058,155,203 | increased by$228,443,777 |
| Apr 1, 2022 | Accounts | 1,084 | 1,153 | increased by69 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LGT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LGT 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.