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PROVENTUS AG
Legal name: PROVENTUS AG VERMÖGENSVERWALTUNG
CRD 167142File 801-77962
APPROVED
Retail clients
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$807.2M
Above cohort median (national)
Discretionary AUM
$807.2M
Clients
88
88 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 3, 2013
- Principal office
- FELDEGGSTRASSE 12, ZURICH, 8034
- Phone
- +41 44 217 83 83
- Website
- HTTPS://WWW.PROVENTUS-VW.CH
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $807.2M
- Discretionary AUM
- $807.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 88
- Non-discretionary accounts
- 0
- Total accounts
- 88
- AUM per client
- $9.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $182.2M |
| High net worth individuals | 48 | $601.6M |
| Individuals (other than high net worth individuals) | 30 | $23.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- 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.