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STRATEGIC SWISS ADVISORS AG

WOLLERAU, Switzerland · CRD 169335 · IAPD ↗ · strategic-swiss-advisors.com · +41 58 680 64 10

$220.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
April 2026 — STRATEGIC SWISS ADVISORS AG reported RAUM up 373% ($46.5M -> $220.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
37
January 2026 — STRATEGIC SWISS ADVISORS AG grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
15
December 2025 — STRATEGIC SWISS ADVISORS AG moved its main office from GENEVA, to WOLLERAU, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
December 2025 — STRATEGIC SWISS ADVISORS SARL is now doing business as STRATEGIC SWISS ADVISORS AG.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
40
May 2024 — STRATEGIC SWISS ADVISORS SARL reported RAUM up 2853% ($1.5M -> $45.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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