Ventira Private Wealth Management Ltd

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Assets, Funds, Holdings

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Ventira Private Wealth Management Ltd
CRD #164792
SEC #801-76928
CIK #
AUM $529.2 MM (2024-03-01)
Employees 5 (80% Investors, 0% Brokers)
Phone0041417482290
AddressGenferstrasse 23
Zurich, Switzerland
Source [IAPD] [Website]
Total AUM ($MM)
60048036024012002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 28 14.1
(b) Individuals (high net worth individuals) 54 513.9
(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 1.2
(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 99 529.2
By Discretionary
Discretionary 92 494.6
Non-Discretionary 7 34.6
Total 99 529.2
By Non-United States Persons
Non-United States Persons 219.7
United States Persons 309.5
Total 99 529.2
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Tython Capital LLC
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Pacific Capital Wealth Advisors Inc
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Red Lighthouse Investment Management LLC
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Fund Direct Advisors Inc
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Bonnie WUSZ & Associates Inc
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M&R Capital Management Inc
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Solidarity Wealth LLC
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