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AMELIORA WEALTH MANAGEMENT LTD.

ZURICH, Switzerland · CRD 164038 · IAPD ↗ · +41 43 336 10 90

$1.16BRegulatory AUM
9Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

55
April 2026 — AMELIORA WEALTH MANAGEMENT LTD. crossed $1B in regulatory AUM ($877.7M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
19
December 2025 — AMELIORA WEALTH MANAGEMENT LTD. notice-filed in GA, RI, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
January 2025 — AMELIORA WEALTH MANAGEMENT LTD. grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — AMELIORA WEALTH MANAGEMENT LTD. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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