# WEALTH MANAGEMENT GROUP AG

WEALTH MANAGEMENT GROUP AG of ZURICH is an SEC-registered investment adviser.

## Registration

- CRD: 335036
- Type: SEC-registered investment adviser
- SEC file number: 801-132509
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Urs Heierli | BOARD MEMBER; IAR | — |
| Olaf Herr | CHAIRMAN; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Silvan Oliver Notzli | CIO; DEPUTY CHAIRMAN | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335036/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335036/similar
- Related entities: https://search.stillhousedata.com/firm/335036/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335036

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.