Ameliora Wealth Management Ltd

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Assets, Funds, Holdings

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Ameliora Wealth Management Ltd
CRD #164038
SEC #801-76787
CIK #0001910168
AUM $823.9 MM (2024-06-26)
Employees 5 (100% Investors, 0% Brokers)
Phone41433361090
Address9 Dianastrasse
Zurich, Switzerland
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
90072054036018002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SGOL 11.0
TMUS 166,764.4 10.6
AAPL 2,382,844.0 6.9
MSFT 1,918,222.4 6.1
JPM 340,169.2 4.4
AVGO 201,282.9 4.2
LLY 301,789.7 4.2
V 419,260.5 3.9
WMT 335,434.5 3.8
GOOGL 1,475,138.5 3.6
View All
Holdings by Sector ($MM)
2502001501005002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 29 95.1
(b) Individuals (high net worth individuals) 136 552.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 1.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 2.5
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 14 143.0
(n) Other 2 29.4
Total 183 823.9
By Discretionary
Discretionary 118 356.9
Non-Discretionary 65 467.0
Total 183 823.9
By Non-United States Persons
Non-United States Persons 432.0
United States Persons 391.9
Total 183 823.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001910168]
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NC 0.8
HH Capital Management Inc
CA 0.8
Peak Asset Management LLC
CO 0.8
LWMG LLC
MN 0.8
Xpyria Investment Advisors Inc
PA 0.8
A16Z Perennial Management LP
CA 0.8
NTV Asset Management LLC
WV 0.8
Cypress Wealth Services LLC
CA 0.8
Jackson Wealth Management LLC
FL 0.8
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