Data / Investment advisers / Delaware / Wilmington Trust Investment Management
Wilmington Trust Investment Management, Wilmington, DE: $141 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wilmington Trust Investment Management is an SEC registered investment adviser with its main office in Wilmington, Delaware and reports $141 million in regulatory assets under management in its Form ADV filed May 14, 2026. Its clients include individuals. It is paid through a percentage of assets under management.
The request: Watch Wilmington Trust Investment Management (CRD number 19396): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 19396
- SEC file number
- 801-41081
- SEC status
- Approved, effective March 24, 1992
- Legal name
- Wilmington Trust Investment Management LLC
- Main office
- Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890
- Phone
- (646) 531-7248
- Regulatory AUM
- $140,845,836 in the Form ADV filed May 14, 2026
- Discretionary AUM
- $140,845,836
- Accounts
- 74
- Employees
- 36, of which 30 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 14
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- May 14, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 74 | $140.8 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 | $140.8 million | March 30, 2026 |
| December 1, 2025 | $130 million | March 27, 2025 |
Other advisers in Wilmington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 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 |
| Marvin & Palmer Associates | Wilmington | $195.7 million | 2 | adviserinfo.sec.gov |
| Donald W. Nicholson & Associates LTD | Wilmington | $171.2 million | Not listed | adviserinfo.sec.gov |
| Morningside Asset Management | Wilmington | $135.6 million | Not listed | adviserinfo.sec.gov |
| Benchmark Financial, LLC | Wilmington | $131.6 million | Not listed | adviserinfo.sec.gov |
| Stratfi | Wilmington | $115 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 individuals
- Wilmington Trust Investment Management 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.