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Lgt Wealth Management US Limited

● SEC registered since 2013CRD 164190SEC# 801-77580London
Export (members)
Reg. AUM
$1.8B
Employees
25
Accounts
2,018
Location
London

Lgt Wealth Management US Limited assets under management

Lgt Wealth Management US Limited operates as an SEC-registered investment adviser based in London. The firm has been registered since 2013. It reports $1.8 billion in regulatory assets under management and employs 25 people.

Lgt Wealth Management US Limited owners & executives

9 reported
NameTitleOwnershipSince
Lgt UK Holdings Limited ControlSole Shareholder Of Lgt Wealth Management Us LimitedOver 75%2024
Marie Henri Charles Erdman Henckel Von DonnersmarckDirectorUnder 5%2024
Paul David Nixon ControlDirector, Chief Executive OfficerUnder 5%2012
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Frequently asked questions

How much does Lgt Wealth Management US Limited manage?

Lgt Wealth Management US Limited reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Lgt Wealth Management US Limited have?

Lgt Wealth Management US Limited reports 25 employees.

Where is Lgt Wealth Management US Limited located?

Lgt Wealth Management US Limited is based in London and has been SEC-registered since 2013.

Does Lgt Wealth Management US Limited disclose fund performance?

Lgt Wealth Management US Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14 Cornhill, London EC3V 3NR
Phone+44 203 207 8000
Fax+44 203 207 8001
Office hours09:00 - 17:00 Gmt
SEC regionHQ
Discloses disciplinary historyYes

Regulatory AUM

$1.8B▲ 25%
Mar '25 — $1.44BApr '25 — $1.44BMay '25 — $1.44BJun '25 — $1.44BJul '25 — $1.44BAug '25 — $1.44BSep '25 — $1.44BOct '25 — $1.44BNov '25 — $1.44BDec '25 — $1.44BJan '26 — $1.44BFeb '26 — $1.44BMar '26 — $1.8BApr '26 — $1.8BMay '26 — $1.8BJun '26 — $1.8B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers

Assets under management

$1.8Bregulatory AUM
Discretionary $1.72BNon-discretionary $78.9M