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WEMBLEY STRATEGIC ADVISORY LLC
CRD 305692File 801-117508
APPROVED
Retail clients
Custody
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$695.2M
Above cohort median (national)
Discretionary AUM
$408.7M
Non-discretionary $286.5M
Clients
11
35 accounts
Employees
2
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 18, 2019
- Principal office
- 6 ST. JOHN'S LANE, NEW YORK, NY, 10013
- Phone
- +1 212 495 9806
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $695.2M
- Discretionary AUM
- $408.7M
- Non-discretionary AUM
- $286.5M
- Discretionary accounts
- 17
- Non-discretionary accounts
- 18
- Total accounts
- 35
- AUM per client
- $63.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $682.4M |
| Pooled investment vehicles | 6 | $12.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This 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.