SourcingSourcing

WILMINGTON TRUST ASSET MANAGEMENT, LLC

C42
CRD 325489·SEC 801-127565·WILMINGTON, DE
AUM
$271.4M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$814K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WILMINGTON TRUST ASSET MANAGEMENT, LLC
CRD
325489
SEC file #
801-127565
EIN
—
DBA names
—

Economics

AUM
$271.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$275.5M → $271.4M▼ -1%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
40
Advisory staff (per ADV)
31
Advisory staff (5-yr trend)
'25'26
36 advisors → 31 advisors▼ -14%
Primary office
WILMINGTON DE
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
M&T BANK CORPORATION
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
M&T BANK CORPORATION
Baker, Gerald, E.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000036270
Edgar Registered
Yes
Edgar Filing Count
1,005
Edgar First Filing Date
2020-02-04
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001193125-26-218577
Edgar Xbrl Assets Latest
Value Usd213,510,000,000
Fiscal Year End2025-12-31
Edgar Xbrl Revenue Latest
Value Usd9,643,000,000
Fiscal Year End2023-12-31
ConceptRevenues
Edgar Sic Description
State Commercial Banks
Edgar Former Names
FIRST EMPIRE STATE CORP

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
3,145,318,000
Fdic Zip Branch Count
19
Fdic Zip Top Banks
Wilmington Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Bny Mellon14
E*trade4
Edgar Addresses
Mailing
C/O LEGALONE M&T PLAZABUFFALO, NY 14203
Business
C/O LEGALONE M&T PLAZABUFFALO, NY 14203
Edgar EIN
160968385
Edgar Recent Filings
13F-HR2026-05-12 · 0001193125-26-218577
42026-05-11 · 0001628280-26-033671
Edgar Sic
6022
Fdic Zip Branches Raw
Wilmington Trust CompanyWilmington, DE
Wilmington Trust CompanyWilmington, DE
Fdic Zip HHI
10,000
Fdic Zip Top Bank Share Pct
100
Fdic Zip Year
2011
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (7)

7
Baker, Gerald, E.
Executive Officer · 2.5%
7944101
Baldauf, Andrew, JOHN
Executive Officer · 2.5%
1554676
KEANE, MICHAEL, J
Executive Officer · 2.5%
5630279
MCDONNELL, JOHN, CHARLES
Executive Officer · 2.5%
7357929
ROBERTS, LISA, J
Executive Officer · 2.5%
4573450
ROTH, ANTHONY, MICHAEL
Executive Officer · 2.5%
4149212
EDNA JENNIFER WARREN
Executive Officer · 2.5%
6252999