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MARGNA PEAK ADVISORS AG
CRD 128649File 801-62473
APPROVED
Retail clients
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$372.5M
Below cohort median (national)
Discretionary AUM
$189.7M
Non-discretionary $182.8M
Clients
48
48 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Nov 6, 2003
- Principal office
- TÖDISTRASSE 16, ZURICH, CH-8002
- Phone
- 41-43-244-7550
- Website
- HTTP://WWW.MARGNAPEAK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $372.5M
- Discretionary AUM
- $189.7M
- Non-discretionary AUM
- $182.8M
- Discretionary accounts
- 23
- Non-discretionary accounts
- 25
- Total accounts
- 48
- AUM per client
- $7.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $372.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.