Weber Hartmann Vrijhof & Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, and educational seminars.
Weber Hartmann Vrijhof & Partners reports 130 clients. They include 96 individual clients, 33 high-net-worth individuals and 1 insurance company. Of its assets, 60.9% ($143M across 118 accounts) are managed with discretion; $92.1M across 12 accounts are not. Of its clients, 7% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 27% |
| High-net-worth individuals | 25% | 72% |
| Insurance companies | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 96 | $64.1M | 27.2% | $667K |
| High-net-worth individuals | 33 | $170M | 72.3% | $5.15M |
| Insurance companies | Fewer than 5 | $1.13M | 0.5% | $1.13M |
| Total | 130 | $235M | 100% | — |
- Clients
- 96
- Regulatory AUM
- $64.1M
- AUM share
- 27.2%
- Avg. per client
- $667K
- Clients
- 33
- Regulatory AUM
- $170M
- AUM share
- 72.3%
- Avg. per client
- $5.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.13M
- AUM share
- 0.5%
- Avg. per client
- $1.13M
Total
- Clients
- 130
- Regulatory AUM
- $235M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 7%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
Weber Hartmann Vrijhof & Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Additional Services
- Additional services are billed at CHF 200 to CHF 500 per hour, agreed with the client case by case.
Yiruma Beteiligungs GMBH owns 75% or more of Weber Hartmann Vrijhof & Partners and is in turn owned by Urs Vrijhof-Droese (50–75%) and Jamie Vrijhof-Droese (50–75%). The leadership team of Weber Hartmann Vrijhof & Partners includes Chief Compliance Officer Daniel Koller. It has 6 employees, 4 of them in advisory roles.
Leadership
Daniel KollerChief Compliance Officer and Member of the Management- Julia Fernandez LopezMember of the Board and Member of the Management, COO
- Urs Vrijhof-DroeseChairman and Member of the Management, CFO, CIO
- Jamie Vrijhof-DroeseMember of the Board and CEO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Robert Armand Vrijhof
Staff
- 6 employees
- 4 in advisory functions
- 2 state-registered reps
- 9 soliciting firms
- Owns 75% or more of Weber Hartmann Vrijhof & Partners LTD.
Yiruma Beteiligungs GMBH
Control person · since January 2021
- Owns 50% to 75% of Yiruma Beteiligungs GMBH
Urs Vrijhof-Droese
Control person · since January 2021
- Owns 50% to 75% of Yiruma Beteiligungs GMBH
Jamie Vrijhof-Droese
Control person · since January 2021
Weber Hartmann Vrijhof & Partners’ regulatory assets grew 2.9× from $80.2M (March 2021) to $235M (March 2026); clients rose from 89 to 130 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $235M | 130 | 6 | 1 |
| March 2025 | $163M | 115 | 5 | 1 |
| March 2024 | $163M | 106 | 5 | 1 |
| March 2023 | $146M | 105 | 5 | 1 |
| March 2022 | $104M | 95 | 5 | 1 |
| March 2021 | $80.2M | 89 | 4 | 1 |
Besides its headquarters, Weber Hartmann Vrijhof & Partners has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Weber Hartmann Vrijhof & Partners LTD.
- Headquarters
- Bahnhofstrasse 73, Zurich, Switzerland 8001
- Website
- whvp.ch
- Phone
- 01141443157777
- SEC file
- 801-72329
- Founded
- 1991
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
Weber Hartmann Vrijhof & Partners uses Bank Vontobel Ag ($105M, 45%), Dreyfus Soehne & Cie Ag, Banquiers ($80.5M, 35%) and Kaiser Partner Privatbank Ag ($45.8M, 20%) as custodians for its separately managed accounts. Weber Hartmann Vrijhof & Partners does not have custody of client assets.
- Bank Vontobel AgBank Vontobel Ag · Zurich · $105M45%
- Kaiser Partner Privatbank AgKaiser Partner Privatbank Ag · Vaduz · $45.8M20%
- Dreyfus Soehne & Cie Ag, BanquiersDreyfus Soehne & Cie Ag, Banquiers · Zurich · $80.5M35%
At year end, Weber Hartmann Vrijhof & Partners’ separately managed accounts were mostly in stocks (60%) and bonds (18%).
What the accounts hold
- Stocks60%
- Bonds18%
- Cash10%
- Other12%
- Non us bonds, non us equities, metals: 12%12%
How many clients does Weber Hartmann Vrijhof & Partners have?
Weber Hartmann Vrijhof & Partners has 130 clients and manages $235 million for them, as of March 2026. They include 96 individual clients, 33 high-net-worth individuals and 1 insurance company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Weber Hartmann Vrijhof & Partners offer?
Weber Hartmann Vrijhof & Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Weber Hartmann Vrijhof & Partners use?
Weber Hartmann Vrijhof & Partners’ separately managed account assets are held at Bank Vontobel Ag (Zurich), with $105M, Dreyfus Soehne & Cie Ag, Banquiers (Zurich), with $80.5M and Kaiser Partner Privatbank Ag (Vaduz), with $45.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Weber Hartmann Vrijhof & Partners have?
Weber Hartmann Vrijhof & Partners has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Weber Hartmann Vrijhof & Partners invest in?
At the end of its last fiscal year, Weber Hartmann Vrijhof & Partners’ separately managed accounts held 60% exchange-traded equities, 18% investment grade corporate bonds, 12% other and 10% cash and equivalents. The 12% other category is described as: Non US Bonds, Non US Equities, Metals: 12%.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Weber Hartmann Vrijhof & Partners?
Weber Hartmann Vrijhof & Partners is owned through a holding company by Urs and Jamie Vrijhof-Droese. Its direct owner is Yiruma Beteiligungs GMBH (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Weber Hartmann Vrijhof & Partners get paid?
Weber Hartmann Vrijhof & Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Weber Hartmann Vrijhof & Partners?
Weber Hartmann Vrijhof & Partners’ main office is at Bahnhofstrasse 73, Zurich, Switzerland 8001. Its phone number is 01141443157777. Its website is whvp.ch.