Ventira Private Wealth Management LTD.

$682MAssets under management
as of Mar 2026 · SEC Form ADV
Zurich
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Tech stack

No one at Ventira Private Wealth Management LTD. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Bank Julius Bär & Co. Ag
Per Form ADV · $125M held · filed Mar 2024
Hypothekarbank Lenzburg Ag
Per Form ADV · $83M held · filed Mar 2024
Vontobel Securities Ag
Per Form ADV · $81M held · filed Mar 2024
The Pictet Group
Per Form ADV · $76M held · filed Mar 2024
Lgt Bank (Switzerland) Ag
Per Form ADV · $66M held · filed Mar 2024