# Margna Peak Advisors AG

> Margna Peak Advisors AG is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 128649
- Filed as: MARGNA PEAK ADVISORS AG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128649
- AdvisorCensus page: https://advisorcensus.com/firm/margna-peak-advisors-ag-zurich-128649

## Quick answers

**How is Margna Peak Advisors AG compensated?**
On its Form ADV (Item 5.E, October 2026), Margna Peak Advisors AG reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Margna Peak Advisors AG located?**
Margna Peak Advisors AG's principal office is in Zurich, Switzerland, according to its Form ADV.

**Is Margna Peak Advisors AG registered with the SEC or a state?**
Margna Peak Advisors AG is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 128649.

**How much does Margna Peak Advisors AG manage?**
Margna Peak Advisors AG reports $372,499,564 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (51% discretionary).

**How have Margna Peak Advisors AG's assets and staff changed since 2021?**
In the Form ADV data for Margna Peak Advisors AG: Regulatory assets under management: $114,314,761 in the October 2021 data and $372,499,564 in the October 2026 data, up 226%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Margna Peak Advisors AG serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (48).

**Which custodians does Margna Peak Advisors AG use?**
Margna Peak Advisors AG's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius Baer & Co Ltd., Bank Vontobel AG, Dreyfus Sohne & CIE AG, Banquiers and Union Bancaire Privee as custodians holding 10% or more of its separately managed account assets.

**Does Margna Peak Advisors AG report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128649

**What changed in Margna Peak Advisors AG's recent Form ADV filings?**
In the February 2026 filing data: Changed its legal name from Belvoir Wealth Management AG to Margna Peak Advisors AG. Regulatory assets under management went from $286,782,091 to $372,499,564 (+30%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Bank Julius Baer & Co Ltd.
- Bank Vontobel AG
- Dreyfus Sohne & CIE AG, Banquiers
- Union Bancaire Privee

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $372,499,564
- Discretionary: $189,650,634
- Non-discretionary: $182,848,930

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 48 | $372,499,564 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (22 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [margnapeak.com](https://margnapeak.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $114,314,761 | 5 | June 21, 2021 |
| October 2022 | $192,700,305 | 5 | September 1, 2022 |
| October 2023 | $194,834,726 | 6 | June 5, 2023 |
| October 2024 | $224,325,138 | 5 | August 26, 2024 |
| October 2025 | $286,782,091 | 5 | June 5, 2025 |
| October 2026 | $372,499,564 | 4 | February 18, 2026 |

Regulatory assets under management: $114,314,761 in the October 2021 data and $372,499,564 in the October 2026 data, up 226%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Changed its legal name from Belvoir Wealth Management AG to Margna Peak Advisors AG.
- Regulatory assets under management went from $286,782,091 to $372,499,564 (+30%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Margna Peak Advisors AG (CRD 128649): Form ADV filing data as of October 2026.