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.

Firm class

independent wealth managerderivedprivate_client_share=0.77 fund_share=0.0 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$807MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$807M

Private client RAUM

$625MderivedItem 5.D individuals plus high net worth individuals

Private client share

77%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$807Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

88

Individual clients

30

High net worth clients

48

SEC number

801-77962

CRD

167142

Filings on the tape

17

First filed

Apr 10, 2013

Latest filed

Feb 26, 2026

Organised

Corporation

Website

proventus-vw.ch

• Occurred

  Feb 26, 2026
  Regulatory AUM changed

  Proventus Ag reported RAUM $807.2M, up 25% from $644.3M (2025-02-27 to 2026-02-26)

  Form ADVobserved 6 days ago
  $163M
• Occurred

  Apr 10, 2013
  First Form ADV filing

  Proventus Ag filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:43467ac9-af9b-647a-71a5-4ef56c4ce82c

First observed

Apr 10, 2013

Last observed

Feb 26, 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.