Swiss Finance Private Wealth Management LLC

Overview

Swiss Finance Private Wealth Management LLC is an individual-owned LLC that provides advisory and portfolio management services across several client types. The firm is registered with the SEC as of 2026 and bills clients using a mix of percentage-of-AUM and fixed fees. Its advisory scope includes financial planning and portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutional clients. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator or related adviser. Swiss Finance also lists roles beyond traditional advisory work: it acts in capacities such as other investment adviser, commodity pool operator/commodity trading adviser (CPO/CTA), and sponsor/GP/managing member for pooled investment vehicles. Those operational roles indicate the firm can offer both discretionary portfolio oversight and direct managerial participation in private investment structures.

Assets & Accounts

Public Holdings

Investments & Alternatives