RIA Intel›Advisers›PROVENTUS AG VERMOGENSVERWALTUNG

PROVENTUS AG VERMOGENSVERWALTUNG

Advisory

N·ZURICH

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM
$807M
1-Year AUM Growth
-0.1%
3-Year CAGR
-3.8%
Employees
3
Assets Under Management
Total AUM$807M
Discretionary AUM$807M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients90
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingApr 10, 2013
Latest FilingFeb 26, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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