PROVENTUS AG
ZURICH, Switzerland · CRD 167142 · IAPD ↗ · proventus-vw.ch · +41 44 217 83 83
$807.2MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status
Filing changes
33
March 2026 — PROVENTUS AG reported RAUM up 25% ($644.3M -> $807.2M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.