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| Happy Holidays!! thanks for using AUM13F!! |
| Ameliora Wealth Management Ltd
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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001910168 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Gold Trust | 16.2 | ||
| Metropcs Communications Inc | 14.3 | ||
| Nvidia Corp | 6.4 | ||
| Apple Inc | 5.6 | ||
| Broadcom Inc | 5.2 | ||
| Microsoft Corp | 4.8 | ||
| J P Morgan Chase & Co | 4.6 | ||
| Wal Mart Stores Inc | 3.5 | ||
| VISA Inc | 3.5 | ||
| Amazon Com Inc | 3.4 | ||
| Waste Management Inc | 3.3 | ||
| Alphabet Inc | 3.2 | ||
| Lilly Eli & Co | 3.0 | ||
| Citigroup Inc | 2.8 | ||
| Apollo Global Management Inc | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
|
Adamsbrown Wealth Consultants LLC
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KS | 0.9 |
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Glen Eagle Advisors LLC
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Golden State Equity Partners LLC
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CA | 0.9 |
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TX | 0.9 |
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Talon Private Wealth LLC
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FL | 0.9 |
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Charles Pratt & Company LLC
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NY | 0.9 |
|
RFG - Bristol Wealth Advisors LLC
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|
MA | 0.9 |
|
Burt Associates Incorporated
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|
MD | 0.9 |
|
Promethos Capital LLC
✚
|
MA | 0.9 |
|
Bass and Bell Inc
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AR | 0.9 |