Shareholder · Swisspartners Advisors
Werner Vogt
CRD 7818039 · Named on Form ADV at one SEC-registered adviser
At a glance
Swisspartners Advisors, an SEC-registered wealth manager based in Zurich, Switzerland with $892 million in regulatory assets, lists Werner Vogt on its Form ADV as Shareholder, a control person.
Firms and roles
- Swisspartners AdvisorsShareholderWealth manager · Zurich, Switzerland · $892M in regulatory assets
AtlasMembers
Werner’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Dominique J. SpillmannChief Executive Officer, Swisspartners Advisors
- Peter G. AhluwaliaChief Investment Officer, Swisspartners Advisors
- Gerhard T. GottetHead Portfolio Management, Swisspartners Advisors
- Markus J. WintschDirector / Chairman of the Board, Swisspartners Advisors
- Christian DietscheDirector, Swisspartners Advisors
2 more people named with Werner on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Werner’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.