SWISS FINANCE PRIVATE WEALTH MANAGEMENT LLC
Southbury, United States · CRD 342936
SEC-registered investment adviser since 2026 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$101.2m
- Main clients (by assets)Companies 100%
- Private funds1
- Websiteswissfinancewealth.com
- Form ADV · 2026-07-20SEC adviser record
- Kindhedge funds, institutions
- Others nearbySouthbury, CT
As an employer
- Staff (Form ADV)7 · 1 in investment roles
- Offices in1 country
- Private fundshedge 1