Wilmington Savings Fund Society, Fsb
$1.8B reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$1.8B
$1.8B
2023
2024
Same-firm comparison: 1 firms that reported Wilmington Savings Fund Society, Fsb in both FY2023 and FY2024 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 |
|---|---|---|---|---|
| Imperial Fund Asset Management Llc | $1.8B | $7.5B | 24.0% | 03/30/2025 |
| Setpoint Management Llc | $44.3M | $483M | 9.2% | 03/28/2025 |
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.