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| Ameliora Wealth Management Ltd
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|---|---|
| CRD # | 164038 |
| SEC # | 801-76787 |
| CIK # | 0001910168 |
| AUM | 1,162.7 M (2026-03-24) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 41433361090 |
| Address | 9 Dianastrasse Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Gold Trust | 21.0 | ||
| Nvidia Corp | 7.6 | ||
| Broadcom Inc | 5.2 | ||
| Apple Inc | 5.2 | ||
| Alphabet Inc | 4.4 | ||
| Microsoft Corp | 4.2 | ||
| Citigroup Inc | 4.1 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Wal Mart Stores Inc | 4.0 | ||
| Waste Management Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 336.3 |
| (b) Individuals (high net worth individuals) | 118 | 548.9 |
| (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 | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 273.6 |
| (n) Other | 0 | 0.0 |
| Total | 329 | 1,162.7 |
| By Discretionary | ||
| Discretionary | 250 | 796.6 |
| Non-Discretionary | 79 | 366.1 |
| Total | 329 | 1,162.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 406.3 | |
| United States Persons | 756.5 | |
| Total | 329 | 1,162.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910168] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| LEI | 254900H94POHTHRU3T64 |
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|---|---|---|
|
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WI | 1,169.2 M |
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|
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CA | 1,163.1 M |
|
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|
CO | 1,162.5 M |
|
NTV Asset Management LLC
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|
WV | 1,159.2 M |
|
Lake Street Private Wealth LLC
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|
IL | 1,158.7 M |
|
Frazier Financial Advisors LLC
✚
|
OH | 1,158.5 M |
|
APCM Wealth Management for Individuals LLC
✚
|
AK | 1,156.2 M |