Niva WealthLet’s talk

David Morgan

Non- Executive Director at W1M Wealth Management Limited

Officer record from the firm’s Form ADVForm ADV filed 7 May 2026

David Morgan is Non- Executive Director of W1M Wealth Management Limited, a London investment adviser.

Role at W1M Wealth Management Limited

Title on Schedule A
Non- Executive Director
Control
David Morgan is not a control person of W1M Wealth Management Limited.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Morgan has held the filed role since July 2024.

The firm

W1M Wealth Management Limited
London,

Form ADV filed 7 May 2026

$24.8B AUM6,712 clients99 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for David Morgan is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
David Morgan
CRD
6236385
Firm
W1M Wealth Management Limited
Record basis
Form ADV officer listing
Firm bio
w1m.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

W1M describes David Morgan’s international banking career at Standard Chartered and his non-executive roles since 2003. Official firm biography

Common questions

Where does David Morgan work?

David Morgan has been Non- Executive Director of W1M Wealth Management Limited since July 2024.

Source: Form ADV, Schedule A, filed 7 May 2026

Leadership at W1M Wealth Management Limited

Sources

  1. IAPD individual lookup, CRD 6236385. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of W1M Wealth Management Limited, filed 7 May 2026. Title, control and ownership bands.
  3. W1M Wealth Management Limited team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Morgan or W1M Wealth Management Limited and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.