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WHVP
WEBER HARTMANN VRIJHOF & PARTNERS LTD.
CRD 156928 · SEC 801-72329
BAHNHOFSTRASSE 73, ZURICH, AK, 8001, Switzerland
Phone
011 41 44 315 77 77
Fax
011 41 44 315 77 78
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$235.2M
Discretionary AUM
$143.1M
Team
6 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $64.1M |
| High net worth individuals | 33 | $170.0M |
| Insurance companies | 1 | $1.1M |
States served
AK, CA, CO, IL, LA, NY, NC, VI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD