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WILMINGTON TRUST INVESTMENT MANAGEMENT
Legal name: WILMINGTON TRUST INVESTMENT MANAGEMENT LLC
CRD 19396File 801-41081
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$140.8M
Bottom 25% of cohort (national)
Discretionary AUM
$140.8M
Clients
74
74 accounts
Employees
36
Bottom 25% of cohort in DE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 24, 1992
- Principal office
- WILMINGTON TRUST CENTER, 1100 NORTH MARKET STREET, WILMINGTON, DE, 19890-0001
- Phone
- (646) 531-7248
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $140.8M
- Discretionary AUM
- $140.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 74
- Non-discretionary accounts
- 0
- Total accounts
- 74
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 74 | $140.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.