WEALTH MANAGEMENT GROUP AG

WEALTH MANAGEMENT GROUP AG of ZURICH is an SEC-registered investment adviser (CRD 335036). Regulatory assets under management: $34.7M.

Registration

• CRD: 335036
• SEC file number: 801-132509
• Type: Registered investment adviser
• Location: CLARIDENSTRASSE 20, ZURICH, 8002
• Phone: +41 43 443 80 95
• Latest filing: 2026-03-17
• Regulatory AUM: $34.7M
• Discretionary AUM: $33.2M
• Non-discretionary AUM: $1.4M
• Clients: 4
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335036 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search