Wealth Management Group AG
Wealth Management Group AG is an SEC-registered wealth manager in Zurich with $34.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wealth Management Group AG: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335036, SEC 801-132509, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $34.7M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Zurich
- Employees
- 4
- Clients
- 5
- CRD
- 335036
- Ownership
- GLOBAL WEALTH MANAGEMENT, L.C.; HEIERLI, THOMAS, URS; Notzli, Silvan, Oliver; Herr, Olaf; H&N HOLDING AG
How much AUM does Wealth Management Group AG have?
Wealth Management Group AG reported $34.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Wealth Management Group AG?
Disclosed owners and executives of Wealth Management Group AG include GLOBAL WEALTH MANAGEMENT, L.C., HEIERLI, THOMAS, URS, Notzli, Silvan, Oliver, Herr, Olaf, H&N HOLDING AG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.