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SWISSPARTNERS ADVISORS

ZURICH, Switzerland · CRD 148721 · IAPD ↗ · 41 58 200 0 800

$891.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
April 2026 — SWISSPARTNERS ADVISORS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
37
April 2026 — SWISSPARTNERS ADVISORS reported RAUM up 46% ($609.1M -> $891.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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