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AMELIORA WEALTH MANAGEMENT LTD.
CRD 164038 · SEC 801-76787
9 DIANASTRASSE, ZURICH, CA, CH-8002, Switzerland
Phone
+41 43 336 10 90
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.16B
Discretionary AUM
$796.6M
Team
11 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $336.3M |
| High net worth individuals | 118 | $548.9M |
| Corporations/business entities | 33 | $273.6M |
States served
CA, GA, NY, RI, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD