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Wilmington Trust Investment Advisors, Inc.

● SEC registered since 1995CRD 106909SEC# 801-50883Wilmington, DE
Export (members)
Reg. AUM
$17.83B
Employees
104
Accounts
3,540
Location
Wilmington, DE

Wilmington Trust Investment Advisors, Inc. assets under management

Wilmington Trust Investment Advisors, Inc. is an investment advisory firm registered with the SEC based in Wilmington, DE. The firm has been registered since 1995. It reports $17.8 billion in regulatory assets under management and employs 104 people.

Wilmington Trust Investment Advisors, Inc. owners & executives

12 reported
NameTitleOwnershipSince
Andrew John Baldauf ControlChief Compliance OfficerUnder 5%2022
Anthony Michael Roth ControlPresident & Chief Investment Officer, DirectorUnder 5%2015
Edna Jennifer Warren ControlChair Of The Board And Chief Executive OfficerUnder 5%2022
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Frequently asked questions

How much does Wilmington Trust Investment Advisors, Inc. manage?

Wilmington Trust Investment Advisors, Inc. reports $17.8 billion in regulatory assets under management on its Form ADV.

How many employees does Wilmington Trust Investment Advisors, Inc. have?

Wilmington Trust Investment Advisors, Inc. reports 104 employees.

Where is Wilmington Trust Investment Advisors, Inc. located?

Wilmington Trust Investment Advisors, Inc. is based in Wilmington, DE and has been SEC-registered since 1995.

Does Wilmington Trust Investment Advisors, Inc. disclose fund performance?

Wilmington Trust Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressWilmington Trust Center, 1100 North Market Street, Wilmington, DE 19890-0001
Phone646-531-7248
Office hours8:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Regulatory AUM

$17.83B▲ 8%
Feb '25 — $16.5BMar '25 — $17.43BApr '25 — $17.43BMay '25 — $17.43BJun '25 — $17.43BJul '25 — $17.43BAug '25 — $17.43BSep '25 — $17.43BOct '25 — $17.43BNov '25 — $17.43BDec '25 — $17.43BJan '26 — $17.43BFeb '26 — $17.43BMar '26 — $17.83BApr '26 — $17.83BMay '26 — $17.83BJun '26 — $17.83B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$17.83Bregulatory AUM
Discretionary $17.76BNon-discretionary $67.7M