|
⚲
|
| Keyboard |
| EVT Financial Advisors AG
✚
|
|
|---|---|
| CRD # | 155268 |
| SEC # | 801-71927 |
| CIK # | |
| AUM | 498.9 M (2026-05-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 41442042050 |
| Address | Stockerstrasse 43 Zurich, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 25.8 |
| (b) Individuals (high net worth individuals) | 82 | 473.1 |
| (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 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 124 | 498.9 |
| By Discretionary | ||
| Discretionary | 102 | 412.7 |
| Non-Discretionary | 22 | 86.2 |
| Total | 124 | 498.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 200.7 | |
| United States Persons | 298.2 | |
| Total | 124 | 498.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Boltwood Capital Management
✚
|
CA | 502.5 M |
|
Quantitative Process LLC
✚
|
NC | 502.1 M |
|
First Washington Corporation
✚
|
WA | 501.2 M |
|
Googins Advisors Inc
✚
|
WI | 501.0 M |
|
Family Financial Solutions Group LLC
✚
|
CO | 500.7 M |
|
Stokes Capital Advisors LLC
✚
|
SC | 499.4 M |
|
Ruedi Wealth Management Inc
✚
|
IL | 498.0 M |
|
XCEL Wealth Management LLC
✚
|
FL | 497.9 M |
|
The Milwealth Group LLC
✚
|
WI | 496.9 M |
|
Sa Wealth Management LLC
✚
|
NY | 496.4 M |