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VENTIRA PRIVATE WEALTH MANAGEMENT LTD.

CRD 164792 · SEC 801-76928

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GENFERSTRASSE 23, ZURICH, FL, 8002, Switzerland

Phone

0041 41 748 22 90

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$682.0M

Discretionary AUM

$626.4M

Team

4 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Commissions; Performance-based fees

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Portfolio management (individuals)PORTFOLIO MANAGEMENT FOR TRUSTS / FOUNDATIONS

Client types

TypeClientsAUM
Individuals28$14.9M
High net worth individuals57$657.2M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD