Wilmington Trust Investment Management, Inc
$1.4B reported client assets across 6 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Wilmington Trust Investment Management, Inc 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. 2017, 2018, 2019, 2020, 2023 are shown but partial — only FY2017: 3 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 3 cohort firms, FY2023: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Dt Investment Partners, Llc | $564M | $1.9B | 29.5% | 03/25/2026 |
| Hz Investments Inc. | $281M | $591M | 47.5% | 02/24/2026 |
| Peirce Park Group Inc. | $273M | $316M | 86.3% | 03/26/2026 |
| Walter C. Flower & Co., Inc | $204M | $591M | 34.5% | 02/04/2026 |
| Corbyn Investment Management Inc | $58.4M | $1.0B | 5.8% | 03/25/2026 |
| Osprey Private Wealth Llc | $48.7M | $448M | 10.9% | 03/31/2026 |
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.