SCHRODER WEALTH MANAGEMENT (US) LIMITED

CRD 289151File 801-110948

APPROVED

Retail clients

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.40B

Above cohort median (national)

Discretionary AUM

$1.12B

Non-discretionary $287.3M

Clients

272

272 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Aug 1, 2017
Principal office: 1 LONDON WALL PLACE, LONDON, EC2Y 5AU
Phone: 00 44 (0)20 7658 6000
Website: HTTP://WWW.SCHRODERS.COM/EN/US/WEALTH-MANAGEMENT

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.40B
Discretionary AUM: $1.12B
Non-discretionary AUM: $287.3M
Discretionary accounts: 263
Non-discretionary accounts: 9
Total accounts: 272
AUM per client: $5.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	20	$425.9M
High net worth individuals	252	$976.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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
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.