Asset manager · Zurich, Switzerland
SSA Wealth Advisors
SSA Swiss Advisors AG · SEC-registered investment adviser · CRD 161357 · SEC 801-74460
At a glance
SSA Wealth Advisors is an SEC-registered investment adviser based in Zurich, Switzerland, with $817 million in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is corporations or other businesses, and it reports 87 individual clients. By Form ADV it is a asset manager, ranked 1,457th of 3,218 asset managers and 6,022nd of 17,210 SEC-registered advisers by assets.
Main office +41442066040ssa-wa.comAs filed on Form ADV
- Regulatory AUM
- $817M
- Rank among asset managers
- #1,457 of 3,218
- Rank among all SEC RIAs
- #6,022 of 17,210
- Individual clients
- 87
- High-net-worth clients
- 32
- Accounts
- 154
- Discretionary
- 67% of AUM
- Employees
- 10
- Advisory staff
- 7
- Offices
- 2
Owners and executives on its Form ADV
- Ivo N. KaufmannCIO
- Jaime N. Malda SalinasCEO / Member of the Executive Committee
- Bernard N. TracewskiDirector, Chairman of Board of Directors
- Marta N. Lopez De La Oliva CasesCCO / Member of the Executive Committee
- Nathalie N. ChaixDirector
- Antonio N. Costa OrtunoDirector
- Jean-Louis F. LovisaMember of the Executive Committee
Custody and brokerage
3 custodians
- BsisaAffiliate of the firm$395M53%
- Banque SYZ SA$221M29%
- Banco Santander International SA, Bahamas BranchAffiliate of the firm$135M18%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 48 | $467M | 57% |
| High-net-worth individuals | 32 | $278M | 34% |
| Individuals | 55 | $66M | 8% |
| Other | – | $7M | <1% |
Disciplinary disclosures
SSA Wealth Advisors 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
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗ssa-wa.com ↗
AtlasMembers
The full record on SSA Wealth Advisors
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 1,016 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does SSA Wealth Advisors manage?
SSA Wealth Advisors reports $817 million in regulatory assets under management across 154 accounts, 67% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is SSA Wealth Advisors?
SSA Wealth Advisors is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are SSA Wealth Advisors’s clients?
By assets, its largest client types are corporations or other businesses ($467 million, 48 clients); high-net-worth individuals ($278 million, 32 clients); individuals ($66 million, 55 clients).
Does SSA Wealth Advisors have any disciplinary history?
SSA Wealth Advisors 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 SSA Wealth Advisors’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 →