RIA Intel›Advisers›VONTOBEL SWISS WEALTH ADVISORS AG

VONTOBEL SWISS WEALTH ADVISORS AG

Advisory

N·ZURICH

Data as of Jan 4, 2023 · Source: SEC Form ADV

Total AUM

$3.8B

1-Year AUM Growth

+15.5%

3-Year CAGR

+20.3%

Employees

37

Assets Under Management

Total AUM$3.8B

Discretionary AUM$1.4B

Non-Discretionary AUM$2.3B

Discretionary %38.2%

Total Clients—

Team

Total Employees37

Investment Advisers41

Employee Growth (1Y)—

Filing History

Total Filings on Record48

First FilingAug 19, 2010

Latest FilingJan 4, 2023

🔒 Full AUM trend chart and 48 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VONTOBEL SWISS WEALTH ADVISORS AG

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.