# Swiss Finance Private Wealth Management LLC: new SEC registration, $101M AUM, Southbury, CT

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Swiss Finance Private Wealth Management LLC |
| Legal name | Swiss Finance Private Wealth Management LLC |
| CRD | 342936 |
| Status | Approved |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-10-23 |
| Location | Southbury, CT, United States |
| Regulatory AUM | $101,191,274 |
| Accounts | 3 |
| Employees | 7 |
| Website | https://swissfinancewealth.com |

## Why this score
- $101M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/342936). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.