VONTOBEL SWISS WEALTH ADVISORS AG
SEC file number 801-71790
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$3.76B
Discretionary AUM
$1.43B
Employees
41
Clients
63
Firm
- Address
- SPLUGENSTRASSE 5
ZURICH, CH-8022 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- TwentyFour US Multi Asset Credit Fund, a series Vontobel Investment Trust Low name-match confidence · CIK 1834317 · NY
- Vontobel Global Emerging Markets Fund Low name-match confidence · CIK 1546664 · NY
- Vontobel Holding Ltd. Low name-match confidence · CIK 1588340 · V8
- Vontobel India Fund Low name-match confidence · CIK 1573880 · NY
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Vontobel Holding Ltd. · D · Jul 10, 2026$994.4K
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Vontobel Holding Ltd. · D · Jan 7, 2026$1.7M
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Vontobel Holding Ltd. · D · Jan 7, 2026$1.2M
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TwentyFour US Multi Asset Credit Fund, a series Vontobel Investment Trust · D/A · Dec 5, 2025
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Vontobel India Fund · D/A · Jul 24, 2025
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Vontobel Global Emerging Markets Fund · D/A · Jul 24, 2025