← Tributary

KAISER PARTNER FINANCIAL ADVISORS LTD.

ZÜRICH, Switzerland · CRD 149431 · IAPD ↗ · +41 44 752 51 52

$1.76BRegulatory AUM
6Advisory reps
6Employees
1Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

55
April 2026 — KAISER PARTNER FINANCIAL ADVISORS LTD. crossed $1B in regulatory AUM ($981.7M -> $1.76B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
17
January 2026 — KAISER PARTNER FINANCIAL ADVISORS LTD. notice-filed in NV, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — KAISER PARTNER FINANCIAL ADVISORS LTD. reported RAUM up 74% ($563.9M -> $981.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
17
January 2025 — KAISER PARTNER FINANCIAL ADVISORS LTD. notice-filed in DE, NH.
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.