|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ameliora Wealth Management Ltd
✚
|
|
|---|---|
| CRD # | 164038 |
| SEC # | 801-76787 |
| CIK # | 0001910168 |
| AUM | $877.7 M (2025-07-08) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 41433361090 |
| Address | 9 Dianastrasse Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Gold Trust | 16.2 | ||
| Metropcs Communications Inc | 14.3 | ||
| Nvidia Corp | 6.4 | ||
| Apple Inc | 5.6 | ||
| Broadcom Inc | 5.2 | ||
| Microsoft Corp | 4.8 | ||
| J P Morgan Chase & Co | 4.6 | ||
| Wal Mart Stores Inc | 3.5 | ||
| VISA Inc | 3.5 | ||
| Amazon Com Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 273.1 |
| (b) Individuals (high net worth individuals) | 119 | 436.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 164.5 |
| (n) Other | 0 | 0.0 |
| Total | 286 | 877.7 |
| By Discretionary | ||
| Discretionary | 216 | 549.8 |
| Non-Discretionary | 70 | 327.9 |
| Total | 286 | 877.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 553.5 | |
| United States Persons | 324.3 | |
| Total | 286 | 877.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910168] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Adamsbrown Wealth Consultants LLC
✚
|
KS | 0.9 |
|
Glen Eagle Advisors LLC
✚
|
NJ | 0.9 |
|
Golden State Equity Partners LLC
✚
|
CA | 0.9 |
|
The Clarus Group Inc
✚
|
TX | 0.9 |
|
Talon Private Wealth LLC
✚
|
FL | 0.9 |
|
Charles Pratt & Company LLC
✚
|
NY | 0.9 |
|
RFG - Bristol Wealth Advisors LLC
✚
|
MA | 0.9 |
|
Burt Associates Incorporated
✚
|
MD | 0.9 |
|
Promethos Capital LLC
✚
|
MA | 0.9 |
|
Bass and Bell Inc
✚
|
AR | 0.9 |