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LGT WEALTH MANAGEMENT US LIMITED

LONDON, United Kingdom · CRD 164190 · IAPD ↗ · lgtwm-us.com · +44 203 207 8000

$1.80BRegulatory AUM
14Advisory reps
25Employees
0Clients
101-250Planning clients
0Private funds
31States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
April 2026 — LGT WEALTH MANAGEMENT US LIMITED reported RAUM up 25% ($1.44B -> $1.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
39
April 2025 — LGT WEALTH MANAGEMENT US LIMITED reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
April 2025 — LGT WEALTH MANAGEMENT US LIMITED grew from 12 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
April 2024 — LGT WEALTH MANAGEMENT US LIMITED reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
April 2024 — LGT WEALTH MANAGEMENT US LIMITED grew from 8 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — LGT WEALTH MANAGEMENT US LIMITED crossed $1B in regulatory AUM ($914.9M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.