Data / Investment advisers / Delaware / Wilmington Trust Asset Management, LLC
Wilmington Trust Asset Management, LLC, Wilmington, DE: $271 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wilmington Trust Asset Management, LLC is an SEC registered investment adviser with its main office in Wilmington, Delaware and reports $271 million in regulatory assets under management in its Form ADV filed September 23, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 325489
- SEC file number
- 801-127565
- SEC status
- Approved, effective March 31, 2023
- Main office
- 1100 North Market Street, Wilmington, DE 19890
- Phone
- (646) 531-7248
- Regulatory AUM
- $271,387,847 in the Form ADV filed September 23, 2026
- Discretionary AUM
- $271,387,847
- Accounts
- 5
- Employees
- 40, of which 31 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 5: 2 private equity funds, 2 other private funds, 1 real estate fund
- Gross assets of private funds
- $271,387,846
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $271.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $271.4 million | March 27, 2026 |
| December 1, 2025 | $275.5 million | September 10, 2025 |
Other advisers in Wilmington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Riversedge Advisors | Wilmington | $928.4 million | Not listed | adviserinfo.sec.gov |
| Affinity Wealth Management LLC | Wilmington | $872.5 million | Not listed | adviserinfo.sec.gov |
| Clariti Wealth Advisors | Wilmington | $797.6 million | Not listed | adviserinfo.sec.gov |
| Westover Capital Advisors, LLC | Wilmington | $652.9 million | Not listed | adviserinfo.sec.gov |
| Realta Investment Advisors, Inc | Wilmington | $385.4 million | Not listed | adviserinfo.sec.gov |
| Ih2 Advisors & Company | Wilmington | $265.3 million | Not listed | adviserinfo.sec.gov |
| Delaware Wealth Planners | Wilmington | $255.6 million | Not listed | adviserinfo.sec.gov |
| Windmark Investment Partners, Inc. | Wilmington | $233.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wilmington, DE
- Investment advisers in Delaware
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Wilmington Trust Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.