SWISS FINANCE PRIVATE WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$101,191,274
Discretionary
$101,191,274
Non-discretionary
$0
Firm details
- CRD number
- 342936
- SEC file number
- 801-137018
- Main office
- SOUTHBURY, CT, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://swissfinancewealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.