Swiss Finance Private Wealth Management LLC

Overview

Swiss Finance Private Wealth Management LLC is an LLC that registered with the SEC in 2026 and operates as a fee-based advisory firm. Its stated advisory activities include financial planning and portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses or institutions. The firm reports using both percentage-of-AUM and fixed fee billing. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Industry affiliations listed on the ADV indicate the firm can act as an investment adviser, as a commodity pool operator or trading adviser (CPO/CTA), and as a sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives