AMELIORA WEALTH MANAGEMENT LTD.

CRD 164038File 801-76787

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.16B

Above cohort median (national)

Discretionary AUM

$796.6M

Non-discretionary $366.1M

Clients

250

329 accounts

Employees

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
Website: HTTPS://CH.LINKEDIN.COM/COMPANY/AMELIORA-WEALTH-MANAGEMENT

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, 5G

Compensation

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 11

This 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.