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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

AMELIORA WEALTH MANAGEMENT LTD.

CRD 164038

ZURICH

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Search this name across graphsid dfx:ria:0580f2a1-3eca-20dd-a0c6-ac919a7f39f6

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 14
On other graphs: 0
Observed: Jun 6, 2012 to Mar 24, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.76 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $797M
Private client RAUM: $885MderivedItem 5.D individuals plus high net worth individuals
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 329
Individual clients: 99
High net worth clients: 118
SEC number: 801-76787
CIK: 1910168
CRD: 164038
Filings on the tape: 36
First filed: Jun 6, 2012
Latest filed: Mar 24, 2026
Organised: Corporation

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Demuth, Stefan, Thomas	CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER	Na	yes	12/2022	Mar 24, 2026	Mar 24, 2026
FOSER, MARKUS, FERDINAND	MEMBER BOARD OF DIRECTORS	Na	yes	06/2013	Mar 24, 2026	Mar 24, 2026
Gilgen, Andreas	CHIEF INVESTMENT OFFICER	Na	yes	08/2022	Mar 24, 2026	Mar 24, 2026
GN GROUP HOLDING ANSTALT	Shareholder	C	yes	02/2012	Mar 24, 2026	Mar 24, 2026
HAEUSLER, HANS, JUERG	MEMBER BOARD OF DIRECTORS	Na	yes	04/2012	Mar 24, 2026	Mar 24, 2026
LARUMBE, GABRIEL, NICOLAS	CHIEF COMPLIANCE OFFICER	Na	yes	07/2025	Mar 24, 2026	Mar 24, 2026
PIPER ESTABLISHMENT	Shareholder	D	yes	12/2012	Mar 24, 2026	Mar 24, 2026
ACKERMANN, IWAN, JOSEF	Shareholder	C	yes	02/2013	Mar 25, 2013	Dec 9, 2024
MOOSLEITHNER, ANGELIKA, IRIS	Shareholder	D	yes	02/2013	Mar 25, 2013	Dec 9, 2024
Nigg, Andreas, Fidel	MEMBER BOARD OF DIRECTORS	Na	yes	06/2016	Feb 2, 2017	Dec 9, 2024
NIGG, GEORG	Shareholder	E	yes	12/2007	Jun 6, 2012	Dec 9, 2024
Schaad Mettler, Matthias	CHIEF COMPLIANCE OFFICER	Na	yes	03/2023	Mar 23, 2023	Dec 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMELIORA WEALTH MANAGEMENT USA LLC	n/a	State registered	n/a	Y	yes	n/a
FIRST ADVISORY GROUP	n/a	n/a	n/a	N	yes	n/a
GN TREUHAND ANSTALT	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$1.2B	$797M	11	9	0	n/a	n/a
2024	Feb 17, 2025	$878M	$550M	11	9	0	n/a	n/a
2023	Mar 22, 2024	$824M	$357M	5	5	0	n/a	n/a
2022	Mar 23, 2023	$706M	$358M	4	3	0	n/a	n/a
2021	Mar 29, 2022	$441M	$441M	4	3	0	n/a	n/a
2020	Feb 22, 2021	$357M	$357M	4	3	0	n/a	n/a
2019	Mar 24, 2020	$311M	$311M	3	2	0	n/a	n/a
2018	Mar 14, 2019	$253M	$253M	3	2	0	n/a	n/a
2017	Mar 16, 2018	$170M	$170M	2	2	0	n/a	n/a
2016	Feb 2, 2017	$172M	$172M	3	3	n/a	n/a	n/a
2015	Mar 23, 2016	$148M	$148M	3	3	n/a	n/a	n/a
2014	Mar 10, 2015	$156M	$152M	3	3	n/a	n/a	n/a
2013	Mar 11, 2014	$102M	$102M	3	3	n/a	n/a	n/a
2012	Mar 25, 2013	$6.2M	$6.2M	2	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$878M	32.5%	$706M	18.1%	11	11	0	0

Relationships

Affiliated with (1)

→ AMELIORA WEALTH MANAGEMENT USA LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (11)

← NIGG, GEORGOwnerSHAREHOLDER, ownership code E, individual
Jun 6, 2012 to Dec 9, 2024factForm ADV
← HAEUSLER, HANS, JUERGOwnerMEMBER BOARD OF DIRECTORS, ownership code NA, individual
Jun 6, 2012 to Dec 9, 2024factForm ADV
← ACKERMANN, IWAN, JOSEFOwnerSHAREHOLDER, ownership code C, individual
Mar 25, 2013 to Dec 9, 2024factForm ADV
← MOOSLEITHNER, ANGELIKA, IRISOwnerSHAREHOLDER, ownership code D, individual
Mar 25, 2013 to Dec 9, 2024factForm ADV
← FOSER, MARKUS, FERDINANDOwnerMEMBER BOARD OF DIRECTORS, ownership code NA, individual
Jul 3, 2013 to Dec 9, 2024factForm ADV
← Nigg, Andreas, FidelOwnerMEMBER BOARD OF DIRECTORS, ownership code NA, individual
Feb 2, 2017 to Dec 9, 2024factForm ADV
← Gilgen, AndreasOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Aug 19, 2022 to Dec 9, 2024factForm ADV
← Demuth, Stefan, ThomasOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 23, 2023 to Dec 9, 2024factForm ADV
← Schaad Mettler, MatthiasOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 23, 2023 to Dec 9, 2024factForm ADV
← GN GROUP HOLDING ANSTALTOwnerSHAREHOLDER, ownership code C, foreign entity
Jun 6, 2012 to Dec 9, 2024factForm ADV
← PIPER ESTABLISHMENTOwnerSHAREHOLDER, ownership code D, foreign entity
Mar 25, 2013 to Dec 9, 2024factForm ADV

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
Ameliora Wealth Management Ltd. reported RAUM $1.2B, up 32% from $877.7M (2025-11-26 to 2026-03-24)
Form ADVobserved 6 days ago
$285M
Occurred
Mar 23, 2023
Regulatory AUM changed
Ameliora Wealth Management Ltd. reported RAUM $705.9M, up 328% from $165.0M (2022-08-19 to 2023-03-23)
Form ADVobserved 6 days ago
$541M
Occurred
Mar 23, 2023
Control person left
Nadine Laetitia Mantel (Chief Executive Officer) no longer on Schedule A of Ameliora Wealth Management Ltd. (listed 2022-08-19, absent 2023-03-23)
Form ADVobserved 6 days ago
Occurred
Mar 23, 2023
Control person left
Konrad Maximilian Riederer Von Paar (Chief Compliance Officer) no longer on Schedule A of Ameliora Wealth Management Ltd. (listed 2022-08-19, absent 2023-03-23)
Form ADVobserved 6 days ago
Occurred
Mar 23, 2023
Control person joined
Thomas Stefan Demuth (Chief Executive Officer) appeared on Schedule A of Ameliora Wealth Management Ltd.
Form ADVobserved 6 days ago
Occurred
Mar 23, 2023
Control person joined
Matthias Schaad Mettler (Chief Compliance Officer) appeared on Schedule A of Ameliora Wealth Management Ltd.
Form ADVobserved 6 days ago
Occurred
Aug 19, 2022
Regulatory AUM changed
Ameliora Wealth Management Ltd. reported RAUM $165.0M, down 63% from $440.7M (2022-06-13 to 2022-08-19)
Form ADVobserved 6 days ago
$-276M
Occurred
Aug 19, 2022
Control person joined
Andreas Gilgen (Chief Investment Officer) appeared on Schedule A of Ameliora Wealth Management Ltd.
Form ADVobserved 6 days ago
Occurred
Jun 13, 2022
Control person left
Andreas Haakon Haland (Chief Investment Officer) no longer on Schedule A of Ameliora Wealth Management Ltd. (listed 2022-03-29, absent 2022-06-13)
Form ADVobserved 6 days ago
Occurred
Jun 13, 2022
Control person left
Mathaeus Rainer Nigg (Ceo) no longer on Schedule A of Ameliora Wealth Management Ltd. (listed 2022-03-29, absent 2022-06-13)
Form ADVobserved 6 days ago
Occurred
Jun 13, 2022
Control person joined
Konrad Maximilian Riederer Von Paar (Chief Compliance Officer) appeared on Schedule A of Ameliora Wealth Management Ltd.
Form ADVobserved 6 days ago
Occurred
Mar 14, 2019
Control person left
Konrad Maximilian Riederer Von Paar (Chief Compliance Officer) no longer on Schedule A of Ameliora Wealth Management Ltd. (listed 2018-03-16, absent 2019-03-14)
Form ADVobserved 6 days ago
Occurred
Mar 14, 2019
Control person joined
Nadine Laetitia Mantel (Chief Compliance Officer) appeared on Schedule A of Ameliora Wealth Management Ltd.
Form ADVobserved 6 days ago
Occurred
Jun 6, 2012
First Form ADV filing
Ameliora Wealth Management Ltd. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0580f2a1-3eca-20dd-a0c6-ac919a7f39f6
First observed: Jun 6, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMELIORA WEALTH MANAGEMENT LTD.

CRD 164038

ZURICH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0580f2a1-3eca-20dd-a0c6-ac919a7f39f6

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Demuth, Stefan, Thomas

CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER

yes

12/2022

Mar 24, 2026

FOSER, MARKUS, FERDINAND

MEMBER BOARD OF DIRECTORS

yes

06/2013

Mar 24, 2026

Gilgen, Andreas

CHIEF INVESTMENT OFFICER

yes

08/2022

Mar 24, 2026

GN GROUP HOLDING ANSTALT

Shareholder

yes

02/2012

Mar 24, 2026

HAEUSLER, HANS, JUERG

MEMBER BOARD OF DIRECTORS

yes

04/2012

Mar 24, 2026

LARUMBE, GABRIEL, NICOLAS

CHIEF COMPLIANCE OFFICER

yes

07/2025

Mar 24, 2026

PIPER ESTABLISHMENT

Shareholder

yes

12/2012

Mar 24, 2026

ACKERMANN, IWAN, JOSEF

Shareholder

yes

02/2013

Mar 25, 2013

Dec 9, 2024

MOOSLEITHNER, ANGELIKA, IRIS

Shareholder

yes

02/2013

Mar 25, 2013

Dec 9, 2024

Nigg, Andreas, Fidel

MEMBER BOARD OF DIRECTORS

yes

06/2016

Feb 2, 2017

Dec 9, 2024

NIGG, GEORG

Shareholder

yes

12/2007

Jun 6, 2012

Dec 9, 2024

Schaad Mettler, Matthias

CHIEF COMPLIANCE OFFICER

yes

03/2023

Mar 23, 2023

Dec 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMELIORA WEALTH MANAGEMENT USA LLC

n/a

State registered

n/a

yes

n/a

FIRST ADVISORY GROUP

n/a

yes

n/a

GN TREUHAND ANSTALT

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$1.2B

$797M

n/a

2024

Feb 17, 2025

$878M

$550M

n/a

2023

Mar 22, 2024

$824M

$357M

n/a

2022

Mar 23, 2023

$706M

$358M

n/a

2021

Mar 29, 2022

$441M

n/a

2020

Feb 22, 2021

$357M

n/a

2019

Mar 24, 2020

$311M

n/a

2018

Mar 14, 2019

$253M

n/a

2017

Mar 16, 2018

$170M

n/a

2016

Feb 2, 2017

$172M

n/a

2015

Mar 23, 2016

$148M

n/a

2014

Mar 10, 2015

$156M

$152M

n/a

2013

Mar 11, 2014

$102M

n/a

2012

Mar 25, 2013

$6.2M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$878M

32.5%

$706M

18.1%