Beat Gloor is a control person of Ventira Private Wealth Management and directly owns between 50% and 75% of it.
Ventira Private Wealth Management is an investment adviser based in Zurich, Switzerland, registered with the SEC since 2012. It provides investment management. Its clients include high-net-worth individuals, individual clients and insurance companies. Its regulatory assets under management total $682 million, as filed on 16 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6090322
- Firm
- Ventira Private Wealth Management · CRD 164792
- Role
- Owner, Director
- In role since
- June 2012 · 14 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Zurich, Switzerland
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Beat Gloor work?
Beat Gloor has been Owner, Director of Ventira Private Wealth Management LTD. since June 2012, and is a control person of the firm.
How can I verify Beat Gloor’s record?
Beat Gloor’s role is listed on Ventira Private Wealth Management LTD.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 164792.