Woori Bank
$6.8B reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported Woori Bank 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, 2021, 2022 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Truston Asset Management Co., Ltd. | $6.7B | $13.7B | 48.9% | 02/02/2026 |
| Anda Asset Management Co., Ltd. | $71.3M | $650M | 11.0% | 06/19/2025 |
| Petra Capital Management, Inc. | $54.7M | $748M | 7.3% | 06/23/2025 |
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.