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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

SSA WEALTH ADVISORS

SSA SWISS ADVISORS AG, CRD 161357

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:ddfa41e6-b61f-5c34-a655-2c49f62551d7

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 19
On other graphs: 0
Observed: Feb 28, 2012 to Mar 24, 2026
53 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: mixed wealth managerderivedprivate_client_share=0.42 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $817MItem 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: $551M
Private client RAUM: $344MderivedItem 5.D individuals plus high net worth individuals
Private client share: 42%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $817Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 154
Individual clients: 55
High net worth clients: 32
SEC number: 801-74460
CRD: 161357
Filings on the tape: 53
First filed: Feb 28, 2012
Latest filed: Mar 24, 2026
Organised: Corporation
Website: ssa-wa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
IVO NMN KAUFMANN	n/a	Zurich	0	25	1	no

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
BANCO SANTANDER INTERNATIONAL SA	Shareholder	E	yes	08/2021	Sep 3, 2021	Sep 19, 2024
CHAIX, NATHALIE, NMN	Director	Na	yes	06/2023	Nov 9, 2023	Sep 19, 2024
COSTA ORTUNO, ANTONIO, NMN	Director	Na	yes	06/2023	Nov 9, 2023	Sep 19, 2024
KAUFMANN, IVO, NMN	Cio	Na	yes	08/2021	Aug 22, 2012	Sep 19, 2024
LOPEZ DE LA OLIVA CASES, MARTA, NMN	CCO / MEMBER OF THE EXECUTIVE COMMITTEE	Na	yes	08/2022	Aug 4, 2022	Sep 19, 2024
LOVISA, JEAN-LOUIS, FRANCOIS	MEMBER OF THE EXECUTIVE COMMITTEE	Na	yes	01/2024	Feb 28, 2012	Sep 19, 2024
MALDA SALINAS, JAIME, NMN	CEO / MEMBER OF THE EXECUTIVE COMMITTEE	Na	yes	08/2021	Sep 3, 2021	Sep 19, 2024
TRACEWSKI, BERNARD, NMN	DIRECTOR, CHAIRMAN OF BOARD OF DIRECTORS	Na	yes	08/2021	Sep 3, 2021	Sep 19, 2024
BANCO SANTANDER SA	Shareholder	E	no	05/1991	Sep 3, 2021	Sep 19, 2024
PARASANT SA	Shareholder	C	no	06/1995	Sep 3, 2021	Sep 19, 2024
SANTANDER HOLDING INTERNACIONAL SA	Shareholder	D	no	05/1991	Sep 3, 2021	Sep 19, 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
BANCO SANTANDER INTERNATIONAL SA	n/a	n/a	n/a	Y	no	n/a
BANCO SANTANDER INTERNATIONAL SA, BAHAMAS BRANCH	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Geneva	n/a	Switzerland	2	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$817M	$551M	10	7	1	n/a	n/a
2024	Mar 24, 2025	$675M	$477M	8	6	1	n/a	n/a
2023	Mar 26, 2024	$630M	$402M	7	5	1	n/a	n/a
2022	Mar 31, 2023	$425M	$284M	7	4	1	n/a	n/a
2021	Mar 31, 2022	$421M	$316M	7	4	1	n/a	n/a
2020	Mar 25, 2021	$281M	$259M	3	2	0	n/a	n/a
2019	Mar 27, 2020	$205M	$176M	3	2	0	n/a	n/a
2018	Mar 26, 2019	$204M	$169M	7	2	1	n/a	n/a
2017	Mar 29, 2018	$270M	$239M	8	2	1	n/a	n/a
2016	Mar 29, 2017	$336M	$305M	7	2	n/a	n/a	n/a
2015	Mar 30, 2016	$398M	$362M	6	2	n/a	n/a	n/a
2014	Mar 30, 2015	$211M	$194M	4	1	n/a	n/a	n/a
2013	Mar 31, 2014	$193M	$175M	3	1	n/a	n/a	n/a
2012	Apr 1, 2013	$117M	$117M	3	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

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	$817M	$675M	21.1%	$425M	24.3%	10	8	1	1

Relationships

Registered with (1)

← IVO NMN KAUFMANNAdvisorregistration: current employment
May 15, 2026 to presentfactForm ADV

Affiliated with (1)

← STAND56 INVESTMENT ADVISORS SARegistered adviserother investment adviser, common control
factForm ADV

Controls (8)

← KAUFMANN, IVO, NMNOwnerCIO, ownership code NA, individual
Aug 22, 2012 to Sep 19, 2024factForm ADV
← LOVISA, JEAN-LOUIS, FRANCOISOwnerMEMBER OF THE EXECUTIVE COMMITTEE, ownership code NA, individual
Feb 28, 2012 to Sep 19, 2024factForm ADV
← MALDA SALINAS, JAIME, NMNOwnerCEO / MEMBER OF THE EXECUTIVE COMMITTEE, ownership code NA, individual
Sep 3, 2021 to Sep 19, 2024factForm ADV
← TRACEWSKI, BERNARD, NMNOwnerDIRECTOR, CHAIRMAN OF BOARD OF DIRECTORS, ownership code NA, individual
Sep 3, 2021 to Sep 19, 2024factForm ADV
← LOPEZ DE LA OLIVA CASES, MARTA, NMNOwnerCCO / MEMBER OF THE EXECUTIVE COMMITTEE, ownership code NA, individual
Aug 4, 2022 to Sep 19, 2024factForm ADV
← CHAIX, NATHALIE, NMNOwnerDIRECTOR, ownership code NA, individual
Nov 9, 2023 to Sep 19, 2024factForm ADV
← COSTA ORTUNO, ANTONIO, NMNOwnerDIRECTOR, ownership code NA, individual
Nov 9, 2023 to Sep 19, 2024factForm ADV
← BANCO SANTANDER INTERNATIONAL SAOwnerSHAREHOLDER, ownership code E, foreign entity
Sep 3, 2021 to Sep 19, 2024factForm ADV

Owns (3)

← BANCO SANTANDER SAOwnerSHAREHOLDER, ownership code E, foreign entity
Sep 3, 2021 to Sep 19, 2024factForm ADV
← PARASANT SAOwnerSHAREHOLDER, ownership code C, foreign entity
Sep 3, 2021 to Sep 19, 2024factForm ADV
← SANTANDER HOLDING INTERNACIONAL SAOwnerSHAREHOLDER, ownership code D, foreign entity
Sep 3, 2021 to Sep 19, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Regulatory AUM changed
Ssa Wealth Advisors reported RAUM $629.8M, up 36% from $462.8M (2023-12-07 to 2024-03-26)
Form ADVobserved 6 days ago
$167M
Occurred
Mar 26, 2024
Control person joined
Francois Jean-Louis Lovisa (Member Of The Executive Committee) appeared on Schedule A of Ssa Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Nov 9, 2023
Control person joined
Nathalie Chaix (Director) appeared on Schedule A of Ssa Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Nov 9, 2023
Control person joined
Nmn Antonio Costa Ortuno (Director) appeared on Schedule A of Ssa Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Aug 4, 2022
Control person left
Nmi Marimar Hoyos (Cco) no longer on Schedule A of Ssa Wealth Advisors (listed 2022-03-31, absent 2022-08-04)
Form ADVobserved 6 days ago
Occurred
Aug 4, 2022
Control person joined
Nmn Marta Lopez De La Oliva Cases (Cco) appeared on Schedule A of Ssa Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Ssa Wealth Advisors reported RAUM $420.6M, up 39% from $302.6M (2021-09-23 to 2022-03-31)
Form ADVobserved 6 days ago
$118M
Occurred
Mar 31, 2022
Control person left
Francois Jean-Louis Lovisa (Cco) no longer on Schedule A of Ssa Wealth Advisors (listed 2021-09-23, absent 2022-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Control person joined
Nmi Marimar Hoyos (Cco) appeared on Schedule A of Ssa Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Sep 3, 2021
Control person left
Leo Andre Julien Raymond (Director) no longer on Schedule A of Ssa Wealth Advisors (listed 2021-03-29, absent 2021-09-03)
Form ADVobserved 6 days ago
Occurred
Sep 3, 2021
Control person joined
Jaime Malda Salinas (Ceo) appeared on Schedule A of Ssa Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Sep 3, 2021
Control person joined
Bernard Tracewski (Director, Chairman Of Board Of Directors) appeared on Schedule A of Ssa Wealth Advisors
Form ADVobserved 6 days ago
Occurred
May 31, 2019
Control person left
Patrick Edward Flaherty (Director) no longer on Schedule A of Ssa Wealth Advisors (listed 2019-03-26, absent 2019-05-31)
Form ADVobserved 6 days ago
Occurred
May 31, 2019
Control person left
Nmn Yvan Gaillard (Director) no longer on Schedule A of Ssa Wealth Advisors (listed 2019-03-26, absent 2019-05-31)
Form ADVobserved 6 days ago
Occurred
May 31, 2019
Control person joined
Leo Andre Julien Raymond (Director) appeared on Schedule A of Ssa Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Mar 26, 2019
Control person joined
Francois Jean-Louis Lovisa (Ceo, Cco, Director And Chairman Of Board Of Directors) appeared on Schedule A of Ssa Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Mar 26, 2019
Control person left
Michaela Portal (Chief Compliance Officer) no longer on Schedule A of Ssa Wealth Advisors (listed 2018-12-05, absent 2019-03-26)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2019
Control person left
Nmn Thomas Lysser (Ceo) no longer on Schedule A of Ssa Wealth Advisors (listed 2018-12-05, absent 2019-03-26)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2019
Control person left
Stephane Poulin (Director) no longer on Schedule A of Ssa Wealth Advisors (listed 2018-12-05, absent 2019-03-26)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ddfa41e6-b61f-5c34-a655-2c49f62551d7
First observed: Feb 28, 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.

SSA WEALTH ADVISORS

SSA SWISS ADVISORS AG, CRD 161357

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:ddfa41e6-b61f-5c34-a655-2c49f62551d7

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

IVO NMN KAUFMANN

n/a

Zurich

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BANCO SANTANDER INTERNATIONAL SA

Shareholder

yes

08/2021

Sep 3, 2021

Sep 19, 2024

CHAIX, NATHALIE, NMN

Director

yes

06/2023

Nov 9, 2023

Sep 19, 2024

COSTA ORTUNO, ANTONIO, NMN

Director

yes

06/2023

Nov 9, 2023

Sep 19, 2024

KAUFMANN, IVO, NMN

Cio

yes

08/2021

Aug 22, 2012

Sep 19, 2024

LOPEZ DE LA OLIVA CASES, MARTA, NMN

CCO / MEMBER OF THE EXECUTIVE COMMITTEE

yes

08/2022

Aug 4, 2022

Sep 19, 2024

LOVISA, JEAN-LOUIS, FRANCOIS

MEMBER OF THE EXECUTIVE COMMITTEE

yes

01/2024

Feb 28, 2012

Sep 19, 2024

MALDA SALINAS, JAIME, NMN

CEO / MEMBER OF THE EXECUTIVE COMMITTEE

yes

08/2021

Sep 3, 2021

Sep 19, 2024

TRACEWSKI, BERNARD, NMN

DIRECTOR, CHAIRMAN OF BOARD OF DIRECTORS

yes

08/2021

Sep 3, 2021

Sep 19, 2024

BANCO SANTANDER SA

Shareholder

05/1991

Sep 3, 2021

Sep 19, 2024

PARASANT SA

Shareholder

06/1995

Sep 3, 2021

Sep 19, 2024

SANTANDER HOLDING INTERNACIONAL SA

Shareholder

05/1991

Sep 3, 2021

Sep 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BANCO SANTANDER INTERNATIONAL SA

n/a

BANCO SANTANDER INTERNATIONAL SA, BAHAMAS BRANCH

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Geneva

n/a

Switzerland

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$817M

$551M

n/a

2024

Mar 24, 2025

$675M

$477M

n/a

2023

Mar 26, 2024

$630M

$402M

n/a

2022

Mar 31, 2023

$425M

$284M

n/a

2021

Mar 31, 2022

$421M

$316M

n/a

2020

Mar 25, 2021

$281M

$259M

n/a

2019

Mar 27, 2020

$205M

$176M

n/a

2018

Mar 26, 2019

$204M

$169M

n/a

2017

Mar 29, 2018

$270M

$239M

n/a

2016

Mar 29, 2017

$336M

$305M

n/a

2015

Mar 30, 2016

$398M

$362M

n/a

2014

Mar 30, 2015

$211M

$194M

n/a

2013

Mar 31, 2014

$193M

$175M

n/a

2012

Apr 1, 2013

$117M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$817M

$675M

21.1%

$425M

24.3%