W
CRD: 335036
Wealth Management Group AG
Zurich, 08002
+41 43 443 80 95
$34.7M Total AUM
$33.2M Disc. AUM
-- 3Y CAGR
4 Employees
5 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2023
- Office Locations
- 1
Office Locations
Claridenstrasse 20 Zurich --
About Wealth Management Group AG
Wealth Management Group AG is a Zurich-based RIA. The firm has been operating for 2 years. Managing $34.7M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$17.3M AVG AUM / ADVISOR
$6.9M AVG AUM / CLIENT
1.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS URS HEIERLI
Financial Advisor, FOUNDER, Managing Partner
- CRD
- #2694377
- Ownership
- Less than 5%
Available
Available
Available
O
Olaf Herr
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7818262
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,223,819 | $8,305,955 |
| Non-Discretionary | $1,436,086 | $1,436,086 |
| Total | $34,659,905 | $6,931,981 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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