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| Ameliora Wealth Management Ltd
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|
|
|---|---|
| CRD # | 164038 |
| SEC # | 801-76787 |
| CIK # | 0001910168 |
| AUM | $705.9 MM (2023-03-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 41433361090 |
| Address | 19 Beethovenstrasse Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TMUS | 166,764.4 | 8.7 | |
| SGOL | 8.1 | ||
| AAPL | 2,382,844.0 | 5.5 | |
| MSFT | 1,918,222.4 | 3.8 | |
| WMT | 335,434.5 | 3.4 | |
| V | 419,260.5 | 2.9 | |
| JPM | 340,169.2 | 2.7 | |
| HD | 277,648.0 | 2.5 | |
| GOOGL | 1,475,138.5 | 2.4 | |
| COST | 207,576.9 | 2.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 165 | 517.2 |
| (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 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 17.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 170.2 |
| (n) Other | 0 | 0.0 |
| Total | 186 | 705.9 |
| By Discretionary | ||
| Discretionary | 118 | 358.3 |
| Non-Discretionary | 68 | 347.6 |
| Total | 186 | 705.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 274.9 | |
| United States Persons | 431.1 | |
| Total | 186 | 705.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910168] |
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|---|---|---|
|
Investment Advisory Group LLC
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|
MA | 0.7 |
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Violich Capital Management
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CA | 0.7 |
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Meg Green & Associates Inc
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FL | 0.7 |
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JRM Investment Counsel LLC
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NE | 0.7 |
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Oak Ridge Investments LLC
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IL | 0.7 |
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Edge Wealth Management LLC
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NY | 0.7 |
|
Financial Services Advisory Inc
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|
MD | 0.7 |
|
APCM Wealth Management for Individuals LLC
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|
AK | 0.7 |
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Sensible Financial Planning and Management LLC
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MA | 0.7 |
|
Peak Asset Management LLC
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|
CO | 0.7 |