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MARGNA PEAK ADVISORS AG

ZURICH, Switzerland · CRD 128649 · IAPD ↗ · margnapeak.com · 41-43-244-7550

$372.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

28
February 2026 — BELVOIR WEALTH MANAGEMENT AG is now doing business as MARGNA PEAK ADVISORS AG.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
33
February 2026 — MARGNA PEAK ADVISORS AG reported RAUM up 30% ($286.8M -> $372.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
July 2025 — BELVOIR WEALTH MANAGEMENT AG notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
April 2025 — BELVOIR WEALTH MANAGEMENT AG reported RAUM up 28% ($224.3M -> $286.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
12
April 2024 — BELVOIR WEALTH MANAGEMENT AG notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.