Morant Wright Management Limited reports $11.0B in regulatory AUM; 37 firms show changes

Comparisons of reported regulatory AUM observed on September 30, 2026, identify differences for 37 unique investment advisory firms. These findings stem from comparing the most recent Form ADV filings to earlier records held in the registry. These observations document shifts in reported assets as they appear in regulatory disclosures and do not indicate actual client asset flows, market performance, or investment shifts.

Morant Wright Management Limited reported $11.0B in regulatory AUM in a filing dated September 29, 2026. This figure differs from the $7.4B reported in the firm's earlier registration record.

Wedbush Securities Inc. reported $6.7B in regulatory AUM in its latest filing submitted on September 29, 2026. This amount compares to the $5.7B reported in the firm's previous filing.

Bronte Capital reported $2.3B in regulatory AUM in a filing dated September 29, 2026. This is a shift from the $1.1B reported in its previous registration record.

Beacon Coast Partners, LLC reported $2.3B in regulatory AUM in its filing dated September 29, 2026. The firm's previous registration record reported $0.0B in regulatory AUM. Because there was no previous amount, a percentage change cannot be meaningfully calculated.

M1 Advisory reported $1.5B in regulatory AUM in its filing dated September 29, 2026. This figure represents a difference compared to the $0.6M reported in its prior filing.

Broadside Wealth reported $0.9B in regulatory AUM in its filing dated September 29, 2026. The firm’s earlier filing reported $0.0B in regulatory AUM, and a percentage change cannot be meaningfully calculated.

All firms with verified reported AUM changes

Complete qualifying firm list for observations Sep 30, 2026. Dollar and percentage changes compare reported Form ADV amounts; they do not measure flows. 2 comparisons without two exact reported amounts are excluded.