SCHRODER WEALTH MANAGEMENT (US) LIMITED

CRD 289151File 801-110948

APPROVED

Retail clients

Filing as of Apr 1, 2026

Feed vintage Oct 1, 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	Change
May 1, 2026	Employees	6	9	increased by3
May 1, 2026	Clients	226	272	increased by46
May 1, 2026	AUM	$922,408,209	$1,402,597,162	increased by$480,188,953
May 1, 2026	Accounts	226	272	increased by46
May 1, 2025 vs Oct 1, 2022	Employees	4	6	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	102	226	increased by124
May 1, 2025 vs Oct 1, 2022	AUM	$667,317,632	$922,408,209	increased by$255,090,577
May 1, 2025 vs Oct 1, 2022	Accounts	103	226	increased by123
Apr 1, 2022	Clients	80	102	increased by22
Apr 1, 2022	AUM	$467,031,687	$667,317,632	increased by$200,285,945
Apr 1, 2022	Accounts	80	103	increased by23
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 “SCHRODER WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCHRODER 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.