RIADelta · Form ADV amended

ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED

Form ADV filing recorded 2026-07-30 · CRD 158022 · $28.5 billion regulatory AUM

EventForm ADV amended
Effective2026-07-30

On 2026-07-30 the SEC recorded a Form ADV filing for ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED (CRD 158022). The filing reports $28.5 billion in regulatory assets under management. 304 employees. Form ADV content is self-reported by the adviser and is not verified by the SEC or by us.

Reported facts

Firm crd number
158022
Legal name
ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED
Filed on
2026-07-30
Regulatory aum usd
$28,474,632,132
Total employees
304
Reports disclosure
No

Every field above is as sec_iapd_adviser_feed published it. Nothing on this page is our interpretation.

Provenance

Source
sec_iapd_adviser_feed
Source record
158022
Snapshot hash
c472e0ed99bc52686524da347076ad740dd07caf6ca14252ad569b0ae7923a52
Source URL
https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_09_01_2026.xml.gz
Observed
2026-09-08T16:22:09.483Z
Transform
sec_iapd_firm_to_adviser v1
Event rule
sec_iapd_adviser_filed v1
Event key
d7e3320d73851c930fec56e9cf5ea42db8345b512363b08bd130620425e1f51f
Signal type
ria_filing.amended

Source terms that apply

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Source: SEC Investment Adviser Public Disclosure (IAPD) Form ADV data