Helvetia Investment Advisors
Helvetia Investment Advisors is an SEC-registered wealth manager in Lugano with $506.8M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Helvetia Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171155, SEC 801-79688, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $506.8M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Lugano
- Employees
- 1
- Clients
- 137
- CRD
- 171155
- Ownership
- KLITSCH, DIRK; STAMPANONI, FABIO; BONALUMI, GIAMPAOLO
How much AUM does Helvetia Investment Advisors have?
Helvetia Investment Advisors reported $506.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Helvetia Investment Advisors?
Disclosed owners and executives of Helvetia Investment Advisors include KLITSCH, DIRK, STAMPANONI, FABIO, BONALUMI, GIAMPAOLO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.