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Ventira Private Wealth Management Ltd.

● SEC registered since 2012CRD 164792SEC# 801-76928Zurich
Export (members)
Reg. AUM
$682M
Employees
4
Accounts
102
Location
Zurich

Ventira Private Wealth Management Ltd. assets under management

Ventira Private Wealth Management Ltd. is an SEC-registered investment adviser based in Zurich. The firm has been registered since 2012. It reports $682 million in regulatory assets under management and employs 4 people.

Ventira Private Wealth Management Ltd. owners & executives

5 reported
NameTitleOwnershipSince
Andre Christoph Studer ControlOwner, Chief Compliance Officer50-75%2012
Andreas Thomas Lussi ControlMember Of The BoardUnder 5%2021
Beat Gloor ControlOwner, Director50-75%2012
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Frequently asked questions

How much does Ventira Private Wealth Management Ltd. manage?

Ventira Private Wealth Management Ltd. reports $682 million in regulatory assets under management on its Form ADV.

How many employees does Ventira Private Wealth Management Ltd. have?

Ventira Private Wealth Management Ltd. reports 4 employees.

Where is Ventira Private Wealth Management Ltd. located?

Ventira Private Wealth Management Ltd. is based in Zurich and has been SEC-registered since 2012.

Does Ventira Private Wealth Management Ltd. disclose fund performance?

Ventira Private Wealth Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressGenferstrasse 23, Zurich 8002
Phone0041 41 748 22 90
Office hours09.00 - 17.00
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$682M▲ 26%
Mar '25 — $541.1MApr '25 — $541.1MMay '25 — $541.1MJun '25 — $541.1MJul '25 — $541.1MAug '25 — $541.1MSep '25 — $541.1MOct '25 — $541.1MNov '25 — $541.1MDec '25 — $541.1MJan '26 — $541.1MFeb '26 — $541.1MMar '26 — $682MApr '26 — $682MMay '26 — $682MJun '26 — $682M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$682Mregulatory AUM
Discretionary $626.4MNon-discretionary $55.6M