| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 11/13/2013 |
| ADV Location | URDORF, Switzerland |
| Contact Info | 41- xxxxxxx |
| Websites |
| AUM* | 7,805,633 -3% |
| of that, discretionary | 7,805,633 -3% |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 520,376 -29% |
| % High Net Worth | 6.67% -75% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Commissions
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser WEALTHGUARD ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM172.4m | #Funds- | |
| Adviser SECOND HALF FINANCIAL PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM128.0m | #Funds- | |
| Adviser EUKLES ASSET MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM341.1m | #Funds- | |
| Adviser MULLOOLY ASSET MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM455.6m | #Funds- | |
| Adviser FIAT WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM517.4m | #Funds- | |
| Adviser SMEDLEY FINANCIAL SERVICES INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM396.7m | #Funds- | |
| Adviser BARDEN CAPITAL MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM183.5m | #Funds- | |
| Adviser STRATEGIC WEALTH INVESTMENT GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.4b | #Funds- | |
| Adviser 93 FINANCIAL GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM899.7m | #Funds- | |
| Adviser FUTUREADVISOR, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM648.9m | #Funds- |