# Wealth Management Group AG

> Wealth Management Group AG is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 335036
- Filed as: WEALTH MANAGEMENT GROUP AG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335036
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-group-ag-zurich-335036

## Quick answers

**How is Wealth Management Group AG compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Management Group 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 Wealth Management Group AG located?**
Wealth Management Group AG's principal office is in Zurich, Switzerland, according to its Form ADV.

**Is Wealth Management Group AG registered with the SEC or a state?**
Wealth Management Group AG is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335036.

**How much does Wealth Management Group AG manage?**
Wealth Management Group AG reports $34,659,905 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (96% discretionary).

**How have Wealth Management Group AG's assets and staff changed since 2025?**
In the Form ADV data for Wealth Management Group AG: Regulatory assets under management: $0 in the October 2025 data and $34,659,905 in the October 2026 data. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Management Group AG serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); corporations or other businesses not listed above (1).

**Which custodians does Wealth Management Group AG use?**
Wealth Management Group AG's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Cantonal Bank ST. Gallen as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Management Group 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/335036

**What changed in Wealth Management Group AG's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $34,659,905.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Cantonal Bank ST. Gallen

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: $34,659,905
- Discretionary: $33,223,819
- Non-discretionary: $1,436,086

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 4 | $19,702,042 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $14,957,863 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 4 | April 7, 2025 |
| October 2026 | $34,659,905 | 4 | March 17, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $34,659,905 in the October 2026 data.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $34,659,905.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Group AG (CRD 335036): Form ADV filing data as of October 2026.