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WILMINGTON TRUST INVESTMENT MANAGEMENT

WILMINGTON, DE · CRD 19396 · IAPD ↗ · (646) 531-7248

$140.8MRegulatory AUM
30Advisory reps
36Employees
0Clients
0Planning clients
0Private funds
13States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — WILMINGTON TRUST INVESTMENT MANAGEMENT added office(s): 3 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
April 2026 — WILMINGTON TRUST INVESTMENT MANAGEMENT grew from 17 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — WILMINGTON TRUST INVESTMENT MANAGEMENT reported RAUM down 31% ($188.9M -> $130.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2025 — WILMINGTON TRUST INVESTMENT MANAGEMENT grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — WILMINGTON TRUST INVESTMENT MANAGEMENT shrank from 65 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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