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HELVETIA INVESTMENT ADVISORS

LUGANO, Switzerland · CRD 171155 · IAPD ↗ · helvetia-ia.com · +41919100583

$506.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
April 2026 — HELVETIA INVESTMENT ADVISORS crossed $500M in regulatory AUM ($370.5M -> $506.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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