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Wealth Management Group AG

● SEC registered since 2025CRD 335036SEC# 801-132509Zurich
Export (members)
Reg. AUM
Employees
4
Accounts
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 employs 4 people.

Wealth Management Group AG owners & executives

8 reported
NameTitleOwnershipSince
L.c. Global Wealth Management ControlParent CompanyOver 75%2023
Olaf Herr ControlChief Executive Officer/Chief Compliance OfficerUnder 5%2023
Silvan Oliver Notzli ControlCioUnder 5%2023
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Frequently asked questions

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

AddressClaridenstrasse 20, Zurich 8002
Phone+41 43 443 80 95
Office hours8:00 a.m. - 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo