CRD: 269906
Swiss Alpine Wealth Management LLC
$1.8M Total AUM
$1.8M Disc. AUM
17.8% 3Y CAGR
1 Employees
6 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2015
- Office Locations
- 1
Office Locations
-- Leysin --
About Swiss Alpine Wealth Management LLC
Swiss Alpine Wealth Management is a Leysin, Switzerland-based firm providing wealth management, investment advisory and financial planning for American clients. Portfolios are primarily implemented with ETFs, and the firm custodies with Charles Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$295.4K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
N
NATHAN PUGH
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,772,504 | $295,417 |
| Non-Discretionary | $0 | -- |
| Total | $1,772,504 | $295,417 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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