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Robert Paul

Director at W1M Wealth Management Limited

Investment adviser registrationSEC record checked 18 October 2026

8
Years in the industry
8
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Robert Paul is Director of W1M Wealth Management Limited, a London investment adviser managing $24.8B. Robert Paul has been registered through W1M Wealth Management Limited since 19 July 2018 and has 8 years in the industry across 1 firm.

Role at W1M Wealth Management Limited

Title on Schedule A
Director
Control
Robert Paul is a control person of W1M Wealth Management Limited.
Ownership
An individual ownership band is not available in the source record.
Tenure
Robert Paul has held the filed role since March 2020.

The firm

W1M Wealth Management Limited
London,

Form ADV filed 7 May 2026

$24.8B AUM6,712 clients99 advisers2 offices

Career on record

Robert Paul has been registered through W1M Wealth Management Limited since July 2018.

Firms and exams, newest first
  1. W1m Wealth Management LimitedCurrent
    – present · 8 years
    London, · Adviser representative · Firm CRD 132210

Registrations and exams

Robert Paul has a current investment-adviser registration in Texas and has passed 0 qualifying exams.

Texas19 July 2018
Scope
Investment adviser representative
Status
Approved, resident

Examinations

No examinations are on Robert Paul’s record.

Individual record

Full name
Robert Charles Paul
CRD
6984386
Firm
W1M Wealth Management Limited
Registration status
Investment adviser registration
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 Robert Paul’s progression from its US Family Office at London & Capital to Chief Commercial Officer. Official firm biography

Common questions

Where does Robert Paul work?

Robert Paul has been Director of W1M Wealth Management Limited since March 2020, and is a control person of the firm.

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

Is Robert Paul a financial advisor?

Yes. Robert Paul has a current investment-adviser registration in Texas, through W1M Wealth Management Limited since July 2018, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Robert Paul have?

Robert Paul has worked in the financial industry for 8 years as of 18 October 2026, counted from 18 July 2018, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

Leadership at W1M Wealth Management Limited

Sources

  1. IAPD individual record, CRD 6984386. Registration status, employment history and examinations.
  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 Robert Paul 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.