Swiss Alpine Wealth Management LLC
Swiss Alpine Wealth Management LLC is an SEC-registered mass-market adviser with $1.8M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Swiss Alpine Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 269906, SEC 801-101494, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $1.8M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 6
- CRD
- 269906
- Ownership
- PUGH, NATHAN
How much AUM does Swiss Alpine Wealth Management LLC have?
Swiss Alpine Wealth Management LLC reported $1.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Swiss Alpine Wealth Management LLC?
Disclosed owners and executives of Swiss Alpine Wealth Management LLC include PUGH, NATHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.