DFX Intelligence

W•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

W•••

WEBER HARTMANN V•••••• & PARTNERS LTD., CRD 156928

ZURICH

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Search this name across graphsid dfx:ria:d69ac56b-61d1-6de4-a28b-0e8f659ad33d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 7
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2026
19 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $235M••• Locked
Discretionary RAUM: $143M
Private client RAUM: $234Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $118Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R••••• A••••• V••••••	n/a	Zurich	13	34	n/a	no
U•• P•••••• V•••••••••	n/a	Zurich	5	11

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S•••• S••••••• P••••••••	Other Private Fund	$44.0M	Mar 6, 2013	2	Mar 30, 2012	dropped	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
K•••••• D•••••• P•••	CHIEF COMPLIANCE OFFICER AND MEMBER OF THE MANAGEMENT	Na	yes	01/2016	Mar 8, 2016	Mar 28, 2024
V••••••••• J••••• E•••••	MEMBER OF THE BOARD AND CEO	D	yes	04/2019	May 7, 2019	Mar 28, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$235M	$163M	44.4%	$146M	17.3%	6	5	0	0

Relationships

Registered with (2)

← U•• P•••••• V•••••••••Advisorregistration: current employment
Mar 29, 2021 to presentfactForm ADV
← R••••• A••••• V••••••Advisorregistration: current employment
Mar 5, 2013 to presentfactForm ADV

Controls (3)

← K•••••• D•••••• P•••OwnerCHIEF COMPLIANCE OFFICER AND MEMBER OF THE MANAGEMENT, ownership code NA, individual
Mar 8, 2016 to Mar 28, 2024factForm ADV
←

Dated events

Occurred
Mar 30, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
Mar 30, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
Mar 30, 2026
Ria majority owner change
••• Locked
Form ADVobserved today
Occurred
Mar 30, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d69ac56b-61d1-6de4-a28b-0e8f659ad33d
First observed: Mar 30, 2012
Last observed: Mar 30, 2026 5 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.