Ventira Private Wealth Management Ltd


Assets, Funds, Holdings

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Ventira Private Wealth Management Ltd
CRD #164792
SEC #801-76928
AUM $334.0 MM (94% Disc, 49% US)
Employees7 (71% Investors, 0% Brokers)
AddressGenferstrasse 23
Zurich, 8002
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
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NY 0.3
MARS Jewett Financial Group Inc
WA 0.3
Capelli Financial Services Inc
MI 0.3
93 Financial Group LLC
MA 0.3
Quantum Financial Planning Services Inc
WA 0.3
in on Capital Advisors LLC
FL 0.3
Cypress Capital Partners LLC
IL 0.3
Taylor Bernard
Elser Financial Planning Inc
IN 0.3
Raab & Moskowitz Asset Management LLC
NJ 0.3
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