Morningstar Wealth International Limited
$64.5M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$40.0M
$64.5M
2023
2025
Same-firm comparison: 1 firms that reported Morningstar Wealth International Limited in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Lgt Wealth Management Us Limited | $64.5M | $1.8B | 3.6% | 03/25/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.