Swiss Alpine Wealth Management LLC
RIASEC RegisteredEst. 2015
Total AUM
$1.8M
Discretionary
$1.8M
100% of AUM
Avg account
$295K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 269906
- Registered since
- July 24, 2015
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Swiss Alpine Wealth Management LLC is an independent registered investment adviser formed in 2015 and organized as an LLC with individual ownership. The firm serves individuals and families and offers financial planning and portfolio management for individuals and small businesses. Its client billing mixes asset-based fees, hourly charges, and fixed fees. The adviser is not positioned as a multi-state adviser, is not identified as an active ESG investor, and is not described as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Nathan Pugh
Managing DirectorCRD 6523600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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