Wealth Management Group AG
● SEC registered since 2025CRD 335036SEC# 801-132509Zurich
Reg. AUM
$34.7M
Employees
4
Accounts
5
Location
Zurich
Wealth Management Group AG assets under management
Wealth Management Group AG is an SEC-registered investment adviser based in Zurich. The firm has been registered since 2025. It reports $34.7 million in regulatory assets under management and employs 4 people.
Wealth Management Group AG owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| L.c. Global Wealth Management Control | Parent Company | Over 75% | 2023 |
| Olaf Herr Control | Chief Executive Officer/Chief Compliance Officer | Under 5% | 2023 |
| Silvan Oliver Notzli Control | Cio | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealth Management Group AG manage?
Wealth Management Group AG reports $34.7 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Group AG have?
Wealth Management Group AG reports 4 employees.
Where is Wealth Management Group AG located?
Wealth Management Group AG is based in Zurich and has been SEC-registered since 2025.
Does Wealth Management Group AG disclose fund performance?
Wealth Management Group AG is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Claridenstrasse 20, Zurich 8002 |
| Phone | +41 43 443 80 95 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$34.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$34.7Mregulatory AUM
Discretionary $33.2MNon-discretionary $1.4M