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Swiss Alpine Wealth Management LLC

● SEC registered since 2015CRD 269906SEC# 801-101494
Export (members)
Reg. AUM
$1.6M
Employees
1
Accounts
9
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 $1.6 million in regulatory assets under management and employs 1 people.

Swiss Alpine Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Nathan Pugh ControlManaging Member And Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Swiss Alpine Wealth Management LLC manage?

Swiss Alpine Wealth Management LLC reports $1.6 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

Phone41-024-494-2641
Office hours14:00 p.m. To 18 p.m. Est
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$1.6M
Non-discretionary$0
Total (RAUM)$1.6M