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SSA WEALTH ADVISORS
Legal name: SSA SWISS ADVISORS AG
CRD 161357File 801-74460
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$817.5M
Above cohort median (national)
Discretionary AUM
$550.9M
Non-discretionary $266.6M
Clients
135
154 accounts
Employees
10
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 29, 2012
- Principal office
- URANIASTRASSE 34, 3RD FLOOR, ZURICH, 8001
- Phone
- +41 44 206 60 40
- Website
- HTTPS://WWW.SSA-WA.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $817.5M
- Discretionary AUM
- $550.9M
- Non-discretionary AUM
- $266.6M
- Discretionary accounts
- 121
- Non-discretionary accounts
- 33
- Total accounts
- 154
- AUM per client
- $6.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 48 | $466.8M |
| High net worth individuals | 32 | $277.6M |
| Individuals (other than high net worth individuals) | 55 | $66.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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.