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Wilmington Trust Investment Management LLC

● SEC registered since 1992CRD 19396SEC# 801-41081Wilmington, DE
Export (members)
Reg. AUM
$140.8M
Employees
36
Accounts
74
Location
Wilmington, DE

Wilmington Trust Investment Management LLC assets under management

Wilmington Trust Investment Management LLC is an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 1992. It reports $140.8 million in regulatory assets under management and employs 36 people.

Wilmington Trust Investment Management LLC owners & executives

12 reported
NameTitleOwnershipSince
Andrew John Baldauf ControlChief Compliance OfficerUnder 5%2022
Anthony Michael Roth ControlPresident, Chief Investment Officer & Elected ManagerUnder 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 Management LLC manage?

Wilmington Trust Investment Management LLC reports $140.8 million in regulatory assets under management on its Form ADV.

How many employees does Wilmington Trust Investment Management LLC have?

Wilmington Trust Investment Management LLC reports 36 employees.

Where is Wilmington Trust Investment Management LLC located?

Wilmington Trust Investment Management LLC is based in Wilmington, DE and has been SEC-registered since 1992.

Does Wilmington Trust Investment Management LLC disclose fund performance?

Wilmington Trust Investment Management LLC 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
Phone(646) 531-7248
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Regulatory AUM

$140.8M▲ 8%
Mar '25 — $130MApr '25 — $130MMay '25 — $130MJun '25 — $130MJul '25 — $130MAug '25 — $130MSep '25 — $130MOct '25 — $130MNov '25 — $130MDec '25 — $130MJan '26 — $130MFeb '26 — $130MMar '26 — $140.8MApr '26 — $140.8MMay '26 — $140.8MJun '26 — $140.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$140.8Mregulatory AUM
Discretionary $140.8M