Thomas Urs Heierli
IarWealth Management Group AGCRD 2694377
About Thomas Urs Heierli
Thomas Urs Heierli is listed as Iar at Wealth Management Group AG in Zurich. Form ADV reports a beneficial ownership band of Under 5%. Thomas Urs Heierli is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Wealth Management Group AG
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Thomas Urs Heierli work?
Thomas Urs Heierli is listed as Iar at Wealth Management Group AG on SEC Form ADV.
How much of Wealth Management Group AG does Thomas Urs Heierli own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealth Management Group AG
| Title | Iar |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2011 |
Global Wealth Management, L.c.
| Title | Founder/Deputy Ceo/Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2008 |
Wealth Management Group AG
| Title | Board Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |
Global Wealth Management, L.c.
| Title | Board Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |