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Member of the Board · Ventira Private Wealth Management LTD.

Juerg R. Greter

CRD 6093214 · Named on Form ADV at one SEC-registered adviser

At a glance

Ventira Private Wealth Management LTD., an SEC-registered wealth manager based in Zurich, Switzerland with $682 million in regulatory assets, lists Juerg R. Greter on its Form ADV as Member of the Board, a control person.

Firms and roles

AtlasMembers

Juerg’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Beat GloorOwner, Director, Ventira Private Wealth Management LTD.
  • Andre C. StuderOwner, Chief Compliance Officer, Ventira Private Wealth Management LTD.
  • Roland GysiDirector, Ventira Private Wealth Management LTD.
  • Andreas T. LussiMember of the Board, Ventira Private Wealth Management LTD.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Juerg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.