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Wealth Management Group AG
WEALTH MANAGEMENT GROUP AG is an SEC-registered investment adviser in ZURICH, registered since 2025. The firm manages $35 million in assets, $33 million on a...
Wealth Management Group AG
WEALTH MANAGEMENT GROUP AG is an SEC-registered investment adviser in ZURICH, registered since 2025. The firm manages $35 million in assets, $33 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
Europe
Country
Switzerland
Sector focus
Frequently asked questions
What is the legal structure of Wealth Management Group AG?
Wealth Management Group AG operates as an Aktiengesellschaft (AG), a Swiss public limited company. This structure subjects the firm to Swiss corporate governance and regulatory standards, including oversight by the Swiss Financial Market Supervisory Authority (FINMA) or equivalent bodies, depending on the scope of activities.
Which investment sectors does Wealth Management Group AG focus on?
Based on its name and Swiss asset manager peers, the firm is likely active in private credit, real estate, and infrastructure. These sectors align with the investment preferences of many Swiss institutional managers.
Does Wealth Management Group AG manage capital for family offices?
The firm targets institutional and family office clients, as indicated by its name. However, no specific client names or mandates are publicly available.
Where is Wealth Management Group AG based?
The firm is headquartered in Switzerland, as implied by the 'AG' suffix, which is a Swiss corporate designation. No city or specific address is available in public records.
What is the known AUM of Wealth Management Group AG?
Wealth Management Group AG does not publicly disclose its AUM. The firm maintains a low profile, with no verifiable financial data in public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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