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AMELIORA WEALTH MANAGEMENT LTD.
CRD 164038File 801-76787
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$796.6M
Non-discretionary $366.1M
Clients
250
329 accounts
Employees
11
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jun 14, 2012
- Principal office
- 9 DIANASTRASSE, ZURICH, CH-8002
- Phone
- +41 43 336 10 90
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.16B
- Discretionary AUM
- $796.6M
- Non-discretionary AUM
- $366.1M
- Discretionary accounts
- 250
- Non-discretionary accounts
- 79
- Total accounts
- 329
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 33 | $273.6M |
| Insurance companies | Fewer than 5 | $3.0M |
| Charitable organizations | Fewer than 5 | $949K |
| High net worth individuals | 118 | $548.9M |
| Individuals (other than high net worth individuals) | 99 | $336.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 237 | 250 | increased by13 |
| Apr 1, 2026 | AUM | $877,729,020 | $1,162,741,425 | increased by$285,012,405 |
| Apr 1, 2026 | Accounts | 286 | 329 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 11 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 39 | 237 | increased by198 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $165,011,043 | $877,729,020 | increased by$712,717,977 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 39 | 286 | increased by247 |
| Sep 1, 2022 | Employees | 3 | 4 | increased by1 |
| Sep 1, 2022 | Clients | 46 | 39 | decreased by7 |
| Sep 1, 2022 | AUM | $440,669,859 | $165,011,043 | decreased by$275,658,816 |
| Sep 1, 2022 | Accounts | 46 | 39 | decreased by7 |
| Jul 1, 2022 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2022 | Clients | 41 | 46 | increased by5 |
| Apr 1, 2022 | AUM | $356,817,646 | $440,669,859 | increased by$83,852,213 |
| Apr 1, 2022 | Accounts | 41 | 46 | increased by5 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMELIORA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMELIORA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.