|
⚲
|
| Keyboard |
| Ventira Private Wealth Management Ltd
✚
|
|
|---|---|
| CRD # | 164792 |
| SEC # | 801-76928 |
| CIK # | |
| AUM | 682.0 M (2026-03-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 0041417482290 |
| Address | Genferstrasse 23 Zurich, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 14.9 |
| (b) Individuals (high net worth individuals) | 57 | 657.2 |
| (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 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 8.3 |
| (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 | 102 | 682.0 |
| By Discretionary | ||
| Discretionary | 92 | 626.4 |
| Non-Discretionary | 10 | 55.6 |
| Total | 102 | 682.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 223.6 | |
| United States Persons | 458.4 | |
| Total | 102 | 682.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| LEI | 506700I5396JUSNGY50 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bonnie WUSZ & Associates Inc
✚
|
CA | 692.8 M |
|
Eichner Investment Planning LLC
✚
|
OH | 692.1 M |
|
West Branch Capital LLC
✚
|
MA | 690.1 M |
|
Anchyra Partners LLC
✚
|
GA | 689.2 M |
|
Dash Acquisitions Inc
✚
|
CA | 681.6 M |
|
Tython Capital LLC
✚
|
TX | 678.3 M |
|
VSM Wealth Advisory LLC
✚
|
MD | 677.5 M |
|
Lifecycle Financial Planners Inc
✚
|
MI | 671.7 M |
|
Planned Solutions Financial & Insurance Services Inc
✚
|
CA | 671.0 M |
|
Elevation Wealth Partners LLC
✚
|
CA | 670.7 M |