Wembley Strategic Advisory Llc
- Regulatory AUM
- $695M
- Discretionary
- $409M
- Clients
- 11
- Avg AUM / client
- $63.2M
- Accounts
- 35
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 5 | $682M | 98.2% |
| Pooled investment vehicles (non-investment companies) | 6 | $12.8M | 1.84% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wsa Lunar Group Spv I Llc | Other Private Fund | Delaware | $4.3M | 14 |
| Wsa Lunar Group Spv 3 Llc | Other Private Fund | Delaware | $860K | 6 |
| Wsa Lunar Group Spv 4 Llc | Other Private Fund | Delaware | $841K | 5 |
| Wsa Lunar Group Spv 2 Llc | Other Private Fund | Delaware | $603K | 14 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Behboudi, Sam | Chief Compliance Officer & Managing Member | Sep 2019 (7y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $6.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wsa Lunar Group Spv I Llc | Other Private Fund | $4.3M | $50.0K | 14 |
| Wsa Lunar Group Spv 3 Llc | Other Private Fund | $860K | $50.0K | 6 |
| Wsa Lunar Group Spv 4 Llc | Other Private Fund | $841K | $50.0K | 5 |
| Wsa Lunar Group Spv 2 Llc | Other Private Fund | $603K | $50.0K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 2.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- J.P. Morgan $377M (54% of AUM) May 2026
- Julius Bär Group Ag $76.6M (11% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗