AdvisorCensus / Financial advisors / SSA Wealth Advisors
SSA Wealth Advisors
Filed as SSA WEALTH ADVISORS · Legal name SSA Swiss Advisors AG
SSA Wealth Advisors is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is SSA Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), SSA Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is SSA Wealth Advisors located?
SSA Wealth Advisors' principal office is in Zurich, Switzerland, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is SSA Wealth Advisors registered with the SEC or a state?
SSA Wealth Advisors is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161357.
How much does SSA Wealth Advisors manage?
SSA Wealth Advisors reports $817,492,952 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (67% discretionary).
How have SSA Wealth Advisors' assets and staff changed since 2021?
In the Form ADV data for SSA Wealth Advisors: Regulatory assets under management: $302,561,987 in the October 2021 data and $817,492,952 in the October 2026 data, up 170%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does SSA Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); corporations or other businesses not listed above (48); high net worth individuals (32).
Which custodians does SSA Wealth Advisors use?
SSA Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banco Santander International SA, Bahamas Branch (affiliated with the firm), Banque SYZ SA and Bsisa (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.
Does SSA Wealth Advisors 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/161357
Does SSA Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "The minimum account requirement for discretionary and non-discretionary investment management services is $3,000,000; however, we reserve the right in our sole discretion to waive such account minimum based on a client's circumstances."
What changed in SSA Wealth Advisors' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $675,118,932 to $817,492,952 (+21%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account requirement for discretionary and non-discretionary investment management services is $3,000,000; however, we reserve the right in our sole discretion to waive such account minimum based on a client's circumstances.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$817,492,952 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- SSA Swiss Advisors AG
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 10. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $817,492,952 | 10 | March 24, 2026 |
| October 2025 | $675,118,932 | 8 | July 17, 2025 |
| October 2024 | $629,828,551 | 7 | September 19, 2024 |
| October 2023 | $425,277,024 | 7 | April 1, 2023 |
| October 2022 | $420,644,586 | 7 | August 4, 2022 |
| October 2021 | $302,561,987 | 5 | September 23, 2021 |
Regulatory assets under management: $302,561,987 in the October 2021 data and $817,492,952 in the October 2026 data, up 170%.
Total employees: 5 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $675,118,932 to $817,492,952 (+21%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. SSA Wealth Advisors (CRD 161357): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ssa-wealth-advisors-zurich-161357