WEALTH MANAGEMENT GROUP AG

CRD 335036File 801-132509

APPROVED

Retail clients

Filing as of Mar 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$34.7M

Bottom 25% of cohort (national)

Discretionary AUM

$33.2M

Non-discretionary $1.4M

Clients

5 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Jun 20, 2025
Principal office: CLARIDENSTRASSE 20, ZURICH, 8002
Phone: +41 43 443 80 95
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $34.7M
Discretionary AUM: $33.2M
Non-discretionary AUM: $1.4M
Discretionary accounts: 4
Non-discretionary accounts: 1
Total accounts: 5
AUM per client: $6.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$15.0M
High net worth individuals	Fewer than 5	$19.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

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: 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.