Swiss Alpine Wealth Management LLC
● SEC registered since 2015CRD 269906SEC# 801-101494
Reg. AUM
$1.8M
Employees
1
Accounts
6
Location
—
Swiss Alpine Wealth Management LLC assets under management
Swiss Alpine Wealth Management LLC operates as an SEC-registered investment adviser. The firm has been registered since 2015. It reports $1.8 million in regulatory assets under management and employs 1 people.
Swiss Alpine Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan Pugh Control | Managing Member And Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Swiss Alpine Wealth Management LLC manage?
Swiss Alpine Wealth Management LLC reports $1.8 million in regulatory assets under management on its Form ADV.
How many employees does Swiss Alpine Wealth Management LLC have?
Swiss Alpine Wealth Management LLC reports 1 employees.
Does Swiss Alpine Wealth Management LLC disclose fund performance?
Swiss Alpine Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 41-024-494-2641 |
| Office hours | 14:00 p.m. To 18 p.m. Est |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$1.8M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$1.8Mregulatory AUM
Discretionary $1.8M