Tech stack
No one at W1m Wealth Management Limited has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
RBC
Per Form ADV · $1.5B held · filed Aug 2024
C
Comerica Bank Trust National Association
Per Form ADV · $421M held · filed Aug 2024
B
Bank Julius Baer & Co. LTD., Guernsey Branch
Per Form ADV · $193M held · filed Aug 2024