|
⚲
|
| Wealth Management Group AG
✚
|
|
|---|---|
| CRD # | 335036 |
| SEC # | 801-132509 |
| CIK # | |
| AUM | $34.7 M (2026-03-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 41434438095 |
| Address | Claridenstrasse 20 Zurich, Switzerland |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 4 | 19.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 34.7 |
| By Discretionary | ||
| Discretionary | 4 | 33.2 |
| Non-Discretionary | 1 | 1.4 |
| Total | 5 | 34.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 34.7 | |
| Total | 5 | 34.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eudaimonia Wealth LLC
✚
|
NY | 0.0 |
|
Rabenold Advisors Inc
✚
|
NY | 0.0 |
|
Mohawk Capital Advisors LLC
✚
|
0.0 | |
|
Wealthnest Capital Inc
✚
|
NY | 0.0 |
|
Origin Investment Advisory LLC
✚
|
0.0 | |
|
Empower Private Wealth
✚
|
NY | 0.0 |
|
Strategic Advocates LLC
✚
|
CA | 0.0 |
|
Benjamin Securities Inc
✚
|
NY | 0.0 |
|
Evestia LLC
✚
|
0.0 | |
|
Leo Wealth Management LLC
✚
|
NY | 0.0 |