Investment adviser · CRD 164792

VENTIRA PRIVATE WEALTH MANAGEMENT LTD.

Investment adviser filing (IA)

ZURICH, Switzerland · Form ADV filed Mar 16, 2026

Regulatory AUM
$682M
Form ADV · Item 5.F
Client accounts
102
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals57$657,168,00096.4%
Individuals28$14,910,0002.2%
Insurance companiesFewer than 5$8,329,0001.2%
CharitiesFewer than 5$1,559,0000.2%
Filing source

Form ADV 2056052 · Mar 16, 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 funds

The 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 16, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed · Commissions · Performance-based

Principal office

GENFERSTRASSE 23
ZURICH, 8002, Switzerland

CRD 164792

Filing source

Form ADV 2056052 · Mar 16, 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.