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WEALTH MANAGEMENT GROUP AG

ZURICH, Switzerland · CRD 335036 · IAPD ↗ · +41 43 443 80 95

$34.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

65
July 2025 — WEALTH MANAGEMENT GROUP AG (ZURICH, Switzerland) is newly SEC-registered with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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