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WHVP
Legal name: WEBER HARTMANN VRIJHOF & PARTNERS LTD.
CRD 156928File 801-72329
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$235.2M
Below cohort median (national)
Discretionary AUM
$143.1M
Non-discretionary $92.1M
Clients
130
130 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jun 3, 2011
- Principal office
- BAHNHOFSTRASSE 73, ZURICH, 8001
- Phone
- 011 41 44 315 77 77
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $235.2M
- Discretionary AUM
- $143.1M
- Non-discretionary AUM
- $92.1M
- Discretionary accounts
- 118
- Non-discretionary accounts
- 12
- Total accounts
- 130
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $1.1M |
| High net worth individuals | 33 | $170.0M |
| Individuals (other than high net worth individuals) | 96 | $64.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Portfolio management for businesses
- 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.