{
  "crd_number": 161357,
  "slug": "ssa-wealth-advisors-zurich-161357",
  "primary_business_name": "SSA WEALTH ADVISORS",
  "legal_name": "SSA SWISS ADVISORS AG",
  "dbas": [],
  "city": "Zurich",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-29",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 817492952.0,
  "raum_discretionary": 550861192.0,
  "raum_non_discretionary": 266631760.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 6858241.0,
      "count": 0,
      "description": "TRUSTS",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 66181681.0,
      "count": 55
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 277603807.0,
      "count": 32
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 466849223.0,
      "count": 48
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE",
    "FL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://ssa-wa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161357",
  "city_as_filed": "ZURICH",
  "url": "https://advisorcensus.com/firm/ssa-wealth-advisors-zurich-161357",
  "display_name": "SSA Wealth Advisors",
  "summary": "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.",
  "citation": "AdvisorCensus. SSA Wealth Advisors (CRD 161357): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is SSA Wealth Advisors compensated?",
      "a": "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."
    },
    {
      "q": "Where is SSA Wealth Advisors located?",
      "a": "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)."
    },
    {
      "q": "Is SSA Wealth Advisors registered with the SEC or a state?",
      "a": "SSA Wealth Advisors is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161357."
    },
    {
      "q": "How much does SSA Wealth Advisors manage?",
      "a": "SSA Wealth Advisors reports $817,492,952 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (67% discretionary)."
    },
    {
      "q": "How have SSA Wealth Advisors' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does SSA Wealth Advisors serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does SSA Wealth Advisors use?",
      "a": "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."
    },
    {
      "q": "Does SSA Wealth Advisors report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does SSA Wealth Advisors state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in SSA Wealth Advisors' recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 302561987.0,
      "total_employees": 5,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 420644586.0,
      "total_employees": 7,
      "filing_date": "2022-08-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 425277024.0,
      "total_employees": 7,
      "filing_date": "2023-04-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 629828551.0,
      "total_employees": 7,
      "filing_date": "2024-09-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 675118932.0,
      "total_employees": 8,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 817492952.0,
      "total_employees": 10,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 3000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Banco Santander International SA, Bahamas Branch",
      "name_as_filed": "BANCO SANTANDER INTERNATIONAL SA, BAHAMAS BRANCH",
      "affiliated": true
    },
    {
      "name": "Banque SYZ SA",
      "name_as_filed": "BANQUE SYZ SA",
      "affiliated": false
    },
    {
      "name": "Bsisa",
      "name_as_filed": "BSISA",
      "affiliated": true
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/ssa-wealth-advisors-zurich-161357.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 55,
      "fewer_than_5": false,
      "raum": 66181681.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 32,
      "fewer_than_5": false,
      "raum": 277603807.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 48,
      "fewer_than_5": false,
      "raum": 466849223.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": true,
      "raum": 6858241.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161357",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}