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VENTIRA PRIVATE WEALTH MANAGEMENT LTD.

ZURICH, Switzerland · CRD 164792 · IAPD ↗ · ventira.ch · 0041 41 748 22 90

$682.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

33
April 2026 — VENTIRA PRIVATE WEALTH MANAGEMENT LTD. reported RAUM up 26% ($541.1M -> $682.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — VENTIRA PRIVATE WEALTH MANAGEMENT LTD. crossed $500M in regulatory AUM ($437.3M -> $529.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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