Investment adviser · CRD 161357
SSA WEALTH ADVISORS
Investment adviser filing (IA)
SSA SWISS ADVISORS AG
ZURICH, Switzerland · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $817M Form ADV · Item 5.F
- Client accounts
- 154 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 48 | $466,849,223 | 57.1% |
| High-net-worth individuals | 32 | $277,603,807 | 34.0% |
| Individuals | 55 | $66,181,681 | 8.1% |
| Other clients | Fewer than 5 | $6,858,241 | 0.8% |
Filing source
Form ADV 2067968 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
URANIASTRASSE 34, 3RD FLOORZURICH, 8001, Switzerland
CRD 161357
Filing source
Form ADV 2067968 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.