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SSA WEALTH ADVISORS

ZURICH, Switzerland · CRD 161357 · IAPD ↗ · ssa-wa.com · +41 44 206 60 40

$817.5MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
August 2025 — SSA WEALTH ADVISORS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
15
August 2024 — SSA WEALTH ADVISORS notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2024 — SSA SWISS WEALTH ADVISORS AG is now doing business as SSA WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
40
April 2024 — SSA WEALTH ADVISORS crossed $500M in regulatory AUM ($462.8M -> $629.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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