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SEC Filings for Registered Investment Advisors

Access important disclosure documents, including relevant Form ADV Part 2A (Brochure) and Part 3 (Customer Relationship Summary) for certain of our investment advisory affiliates, along with other documents such as disclosure materials regarding certain third-party investment managers/subadvisors.

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Wilmington Trust Investment Advisors, Inc.

Form CRS – Client Relationship Summary (PDF)
Form ADV Part 2A (PDF)
Form ADV Part 2B (PDF)

Wilmington Trust Investment Management, LLC

WTIM Form ADV Part 2A Brochure (PDF)
WTIM SMA Program ADV Part 2B Brochure Supplement (PDF)
Form CRS – Client Relationship Summary (PDF)

Wilmington Trust Asset Management, LLC

WTAM Form ADV Part 2 Brochure (PDF)

Aperio Group, LLC (Subadvisor)

Aperio ADV (PDF)

Note: Aperio Group, LLC serves as a subadvisor to Wilmington Trust in connection with certain Custom Indexing accounts. Wilmington Trust and Aperio Group, LLC are not affiliated.