# Wealth Management Group AG

Wealth Management Group AG is an Asset Manager based in Switzerland.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Switzerland
- **Region:** Europe
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335036
- **SEC file number:** 801-132509
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335036

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## 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.

### 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.

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- [Aldabaran Advisory LLC](https://altss.com/profile/aldabaran-advisory-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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