AMELIORA WEALTH MANAGEMENT LTD.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.16B |
| Discretionary | $796.6M69% of AUM |
| Non-Discretionary | $366.1M |
| Client Accounts | 329 |
| Avg Account Size | $3.5M |
| Employees | 11 |
| Peak AUM | $1.16BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +32.5% | +18.1% | +26.2% | |
| Discretionary AUM | $797M | ||||
Key Metrics
| Total AUM | $1.16B |
| Discretionary | $796.6M |
| Employees | 11 |
| Client Accounts | 329 |
Contact & Location
Address
9 DIANASTRASSE
ZURICH CH-8002
Switzerland
Phone
+41 43 336 10 90
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$797M
68.5% of AUM
Non-Discretionary
$366M
31.5% of AUM
Disc. mix ▲ 5.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser