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MARCUARD FAMILY OFFICE LTD

ZURICH, Switzerland · CRD 155003 · IAPD ↗ · 41 (43) 344 60 00

$8.66BRegulatory AUM
19Advisory reps
36Employees
42Clients
101-250Planning clients
0Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

35
April 2026 — MARCUARD FAMILY OFFICE LTD reported RAUM up 27% ($6.83B -> $8.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
17
June 2025 — MARCUARD FAMILY OFFICE LTD notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
April 2025 — MARCUARD FAMILY OFFICE LTD reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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