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SSA WEALTH ADVISORS
SSA SWISS ADVISORS AG
CRD 161357 · SEC 801-74460
URANIASTRASSE 34, 3RD FLOOR, ZURICH, CA, 8001, Switzerland
Phone
+41 44 206 60 40
Fax
+41 44 206 60 50
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$817.5M
Discretionary AUM
$550.9M
Team
10 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)ASSET CONSOLIDATION AND REPORTING, FAMILY WEALTH SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $66.2M |
| High net worth individuals | 32 | $277.6M |
| Corporations/business entities | 48 | $466.8M |
States served
CA, DE, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD