W1M Wealth Management Limited: AUM & Ownership

Clients

W1M Wealth Management Limited serves 6,712 clients, 5,426 of them high-net-worth individuals. The average client has about $3.7 million with the firm, and high-net-worth clients hold 25% of its $24.8 billion in assets.

Regulatory assets by client type

High-net-worth individuals5,426 clients25%
Pooled investment vehicles49 clients57%
Charitable organizations219 clients6%
Corporations and other businesses212 clients4%
Other689 clients6%
Insurance companies117 clients1%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
High-net-worth individuals	5,426	$6,320,988,027	25.4%	$1.16M
Pooled investment vehicles	49	$14,111,086,970	56.8%	$288.0M
Charitable organizations	219	$1,404,845,557	5.7%	$6.41M
Insurance companies	117	$315,673,484	1.3%	$2.70M
Corporations and other businesses	212	$1,090,192,392	4.4%	$5.14M
Other	689	$1,604,576,143	6.5%	$2.33M
Total	6,712	$24,847,362,573	100%	$3.70M

High-net-worth individuals

Clients: 5,426
Regulatory AUM: $6,320,988,027
Share: 25.4%
Avg. per client: $1.16M

Pooled investment vehicles

Clients: 49
Regulatory AUM: $14,111,086,970
Share: 56.8%
Avg. per client: $288.0M

Charitable organizations

Clients: 219
Regulatory AUM: $1,404,845,557
Share: 5.7%
Avg. per client: $6.41M

Insurance companies

Clients: 117
Regulatory AUM: $315,673,484
Share: 1.3%
Avg. per client: $2.70M

Corporations and other businesses

Clients: 212
Regulatory AUM: $1,090,192,392
Share: 4.4%
Avg. per client: $5.14M

Other

Clients: 689
Regulatory AUM: $1,604,576,143
Share: 6.5%
Avg. per client: $2.33M

Total

Clients: 6,712
Regulatory AUM: $24,847,362,573
Share: 100%
Avg. per client: $3.70M

What it does

W1M Wealth Management Limited provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers. It is paid through a percentage of assets and fixed fees.

W1M Wealth Management Limited advises no private funds.

100.0% of assets ($24.85B across 6,712 accounts) are managed with discretion. 96% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

Stocks35%
Funds37%
- Pooled vehicles34%
- Registered funds3%
Bonds24%
- Investment grade corporate bonds11%
- U.S. government and agency bonds7%
- Sovereign bonds4%
- High-yield corporate bonds2%
Cash4%

Custodians

W1M Wealth Management Limited’s client accounts are held mainly at SEI Investments (europe), with 36% of managed assets, and SEI Investments - Guernsey Limited, with 9%. W1M Wealth Management Limited does not have custody of client assets.

Managed account assets by custodian

SEI Investments (europe)SEI Investments (europe) LTD · London · $9.05B36%
SEI Investments - Guernsey LimitedSEI Investments - Guernsey Limited · Guernsey · $2.20B9%
All other custodians$13.59B55%

Ownership and leadership

W1M Group Limited owns 75% or more of W1M Wealth Management Limited, and Guy McGlashan is its CEO.

Who owns the firm

W1M Wealth Management Limited· the adviser

W1M Group Limited
Control person · since October 1988
Owns 75% or more of W1M Wealth Management Limited
- Sabrina Bidco Limited
  Control person · since March 2023
  Owns 75% or more of W1M Group Limited
  - Sabrina Midco Limited
    Control person · since May 2022
    Owns 75% or more of Sabrina Bidco Limited
    - Sabrina Topco Limited
      Control person · since May 2022
      Owns 75% or more of Sabrina Midco Limited
      - Sabrina Holdco Limited
        Control person · since January 2023
        Owns 50% to 75% of Sabrina Topco Limited

Leadership

Guy McGlashan
Chief Executive Officer and Director
Dominic Crabb
Chief Compliance Officer and Director
Michael Allen
Executive Director
Ananth Steven Chhoker
Executive Director
Sebastian Dovey
Non Executive Director
David Morgan
Non- Executive Director
Stephen Thomas Murphy
Non-Executive Chairman
Alexandra Napier
Non Executive Director
Robert Paul
Director

Staff

200 employees
99 in advisory functions
19 soliciting firms

Fees

W1M Wealth Management Limited is paid through a percentage of assets under management and fixed fees (other than subscription fees).

W1M Wealth Management Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, W1M Wealth Management Limited has 1 office, with 1 listed address with no US state reported.

Registration details

Legal name: W1M Wealth Management Limited
Headquarters: 16 Babmaes Street, London, United Kingdom SW1Y 6AH
Phone: 4402046172000
Website: Not reported
SEC file: 801-63787
Structure: limited liability company organized in United Kingdom
Fiscal year end: December

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. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does W1M Wealth Management Limited have?

W1M Wealth Management Limited has 6,712 clients and manages $24.8 billion for them, as of May 2026. They include 5,426 high-net-worth individuals, 689 other clients and 219 charitable organizations.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 May 2026

What services does W1M Wealth Management Limited offer?

W1M Wealth Management Limited provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does W1M Wealth Management Limited use?

W1M Wealth Management Limited’s separately managed account assets are held at SEI Investments (europe) LTD (London), with $9,053,565,876 and SEI Investments - Guernsey Limited (Guernsey), with $2,199,823,898. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 May 2026

How many financial advisors does W1M Wealth Management Limited have?

W1M Wealth Management Limited has 0 investment adviser representatives registered with state securities authorities, out of 200 employees, and 99 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does W1M Wealth Management Limited invest in?

At the end of its last fiscal year, W1M Wealth Management Limited’s separately managed accounts held 35% exchange-traded equities, 34% pooled vehicles (private funds and similar), 11% investment grade corporate bonds, 7% U.S. government and agency bonds, 4% sovereign bonds, 4% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs) and 2% high-yield corporate bonds. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns W1M Wealth Management Limited?

W1M Wealth Management Limited is owned through a chain of holding companies by LM Equity Partners V-A LP and Lovell Minnick Holdings LLC. Its direct owner is W1M Group Limited (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 7 May 2026

How does W1M Wealth Management Limited get paid?

W1M Wealth Management Limited is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file