Wealth manager, independent · Zurich, Switzerland
Ameliora Wealth Management LTD.
SEC-registered investment adviser · CRD 164038 · SEC 801-76787
At a glance
Ameliora Wealth Management LTD. is an SEC-registered investment adviser based in Zurich, Switzerland, with $1.2 billion in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 217 individual clients. By Form ADV it is a wealth manager, ranked 1,330th of 8,915 wealth managers and 4,930th of 17,210 SEC-registered advisers by assets.
Main office +41433361090ameliorawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among wealth managers
- #1,330 of 8,915
- Rank among all SEC RIAs
- #4,930 of 17,210
- Individual clients
- 217
- High-net-worth clients
- 118
- Accounts
- 329
- Discretionary
- 69% of AUM
- Employees
- 11
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Hans J. HaeuslerMember Board of Directors
- Markus F. FoserMember Board of Directors
- Andreas GilgenChief Investment Officer
- Stefan T. DemuthChief Executive Officer, Chief Financial Officer
- Gabriel N. LarumbeChief Compliance Officer
Custody and brokerage
3 custodians
- Union Bancaire Privee, UBP SA$395M48%
- Bank Vontobel AG$276M34%
- UBS$147M18%
Other RIAs using Union Bancaire Privee, UBP SAOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 118 | $549M | 47% |
| Individuals | 99 | $336M | 29% |
| Corporations or other businesses | 33 | $274M | 24% |
| Insurance companies | – | $3M | <1% |
| Charitable organizations | – | $1M | <1% |
Disciplinary disclosures
Ameliora Wealth Management LTD. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗ameliorawealth.com ↗
AtlasMembers
The full record on Ameliora Wealth Management LTD.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,140 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
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Background
Questions
How much does Ameliora Wealth Management LTD. manage?
Ameliora Wealth Management LTD. reports $1.2 billion in regulatory assets under management across 329 accounts, 69% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is Ameliora Wealth Management LTD.?
Ameliora Wealth Management LTD. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Ameliora Wealth Management LTD.’s clients?
By assets, its largest client types are high-net-worth individuals ($549 million, 118 clients); individuals ($336 million, 99 clients); corporations or other businesses ($274 million, 33 clients).
Does Ameliora Wealth Management LTD. have any disciplinary history?
Ameliora Wealth Management LTD. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Ameliora Wealth Management LTD.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →