DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
P•••••••• A•
Legal name P•••••••• A• V•••••••••
Latest filing Feb 26, 2026
First filing on the tape Apr 10, 2013 · 17 filings
SEC status approved since May 3, 2013
RAUM
$807M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
77%
$625M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$807M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$807M as of Feb 26, 2026
Feb 26, 2014$738M then
HNW client RAUM$602M as of Feb 26, 2026
Feb 8, 2018$534M then
State-registered IARs (5.B.3)1 as of Feb 26, 2026
Feb 26, 20141 then
Employees (5.A)6 as of Feb 26, 2026
Feb 26, 20147 then
Private funds: no history
RAUM +25% over the last fiscal year+10% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Feb 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $807MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 78derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $12.5MderivedHNW RAUM over HNW clients
- Average account
- $9.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 23%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.5%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, publicationsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$602M75%
- Charitable organizations$182M23%
- Individuals$23.4M2.9%
- Individual clients
- 30reported
- HNW clients
- 48reported
- Pension plan clients
- n/areported
- Charitable clients
- 10reported
- Accounts
- 88reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.77 fund_share=0.0 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M••••• W••••• W••••• | Zurich | May 13, 2013 | 27 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A•••••• B••••• P•• · Partner And Member Of The Board Of Directorscontrolsince 11/1998 · owns less than 5%
- W•••••• M•••••• W••••• · Partner, Cco And Member Of The Board Of Directorscontrolsince 11/1998 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- unusually large average accountStatic outlier · filing Feb 26, 2026RAUM per account of $9,172,364 against a peer median of $610,947 (1443 comparable advisers, 99.0th percentile, 5.8 robust deviations)peers: independent wealth managers, $500M to $1B (1,443) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 90 to 88Feb 27, 2025 to Feb 26, 2026
- HNW clients · 50 to 48Feb 27, 2025 to Feb 26, 2026
- Discretionary RAUM · $644M to $807MFeb 27, 2025 to Feb 26, 2026
- HNW RAUM · $483M to $602MFeb 27, 2025 to Feb 26, 2026
- Individual RAUM · $13.8M to $23.4MFeb 27, 2025 to Feb 26, 2026
- RAUM · $644M to $807MFeb 27, 2025 to Feb 26, 2026
- Accounts · 92 to 90Mar 11, 2024 to Feb 27, 2025
- Charity clients · 11 to 10Mar 11, 2024 to Feb 27, 2025
- HNW clients · 49 to 50Mar 11, 2024 to Feb 27, 2025
- Individual clients · 32 to 30Mar 11, 2024 to Feb 27, 2025
- Financial planning clients · unset to Mar 11, 2024 to Feb 27, 2025
- HQ state · unset to Mar 11, 2024 to Feb 27, 2025
- Legal name · P•••••••• A• V•••OG••••••••• to P•••••••• A• V•••••••••Mar 11, 2024 to Feb 27, 2025
- Discretionary RAUM · $645M to $644MMar 11, 2024 to Feb 27, 2025
- HNW RAUM · $483M to $483MMar 11, 2024 to Feb 27, 2025
- Individual RAUM · $15.2M to $13.8MMar 11, 2024 to Feb 27, 2025
- RAUM · $645M to $644MMar 11, 2024 to Feb 27, 2025
- Accounts · 98 to 92Mar 20, 2023 to Mar 11, 2024
- Charity clients · 9 to 11Mar 20, 2023 to Mar 11, 2024
- HNW clients · 52 to 49Mar 20, 2023 to Mar 11, 2024
- Individual clients · 37 to 32Mar 20, 2023 to Mar 11, 2024
- Discretionary RAUM · $605M to $645MMar 20, 2023 to Mar 11, 2024
- HNW RAUM · $454M to $483MMar 20, 2023 to Mar 11, 2024
- Individual RAUM · $15.0M to $15.2MMar 20, 2023 to Mar 11, 2024
- RAUM · $605M to $645MMar 20, 2023 to Mar 11, 2024
- Accounts · 102 to 98Sep 27, 2022 to Mar 20, 2023
- Charity clients · 6 to 9Sep 27, 2022 to Mar 20, 2023
- HNW clients · 65 to 52Sep 27, 2022 to Mar 20, 2023
- Discretionary RAUM · $685M to $605MSep 27, 2022 to Mar 20, 2023
- HNW RAUM · $567M to $454MSep 27, 2022 to Mar 20, 2023
- Individual RAUM · $15.3M to $15.0MSep 27, 2022 to Mar 20, 2023
- Non-discretionary RAUM · $36.6M to $0Sep 27, 2022 to Mar 20, 2023
- RAUM · $722M to $605MSep 27, 2022 to Mar 20, 2023
- Accounts · 109 to 102Mar 5, 2021 to Mar 17, 2022
- Charity clients · 5 to 6Mar 5, 2021 to Mar 17, 2022
- HNW clients · 64 to 65Mar 5, 2021 to Mar 17, 2022
- Individual clients · 40 to 37Mar 5, 2021 to Mar 17, 2022
- Discretionary RAUM · $686M to $685MMar 5, 2021 to Mar 17, 2022
- HNW RAUM · $559M to $567MMar 5, 2021 to Mar 17, 2022
- Individual RAUM · $17.1M to $15.3MMar 5, 2021 to Mar 17, 2022
Signals
2 dated events
- P•••••••• A• reported RAUM $807.2M, up 25% from $644.3M (2025-02-27 to 2026-02-26)Feb 26, 2026 · RAUM change · derived
- P•••••••• A• filed its initial SEC registration (Form ADV)Apr 10, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- P••••••••-VW.CHreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +41 44 217 83 83reportedpublic record, Form ADV, Feb 26, 2026
- Team page
- p•••••••••.chreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $807Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026