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WEALTH MANAGEMENT GROUP AG
CRD 335036 · SEC 801-132509
CLARIDENSTRASSE 20, ZURICH, FL, 8002, Switzerland
Phone
+41 43 443 80 95
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$34.7M
Discretionary AUM
$33.2M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)PORTFOLIO MANAGEMENT FOR FAMILY TRUSTS AND OFF-SHORE CORPORATIONS OF HIGH NET WORTH INDIVIDUALS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $19.7M |
| Corporations/business entities | 1 | $15.0M |
States served
FL
Official SEC filing: View on IAPD