{"url":"https://nivawealth.com/firms/weber-hartmann-vrijhof-and-partners-156928","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156928","regulatoryAum":235195917,"crd":"156928","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7113220","suffix":null,"lastName":"DROESE","firstName":"URS","middleName":"PATRICK"},{"crd":"5908579","suffix":null,"lastName":"VRIJHOF","firstName":"ROBERT","middleName":"ARMAND"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-16","regulatoryAum":80202171,"clients":89,"employees":4,"offices":1},{"filedOn":"2022-03-18","regulatoryAum":104460152,"clients":95,"employees":5,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":145735680,"clients":105,"employees":5,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":163287796,"clients":106,"employees":5,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":162833985,"clients":115,"employees":5,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":235195917,"clients":130,"employees":6,"offices":1}],"secFileNumber":"801-72329","legalName":"Weber Hartmann Vrijhof & Partners LTD.","displayName":"Weber Hartmann Vrijhof & Partners","slug":"weber-hartmann-vrijhof-and-partners-156928","website":"https://whvp.ch/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"HTTPS://ch.linkedin.com/company/whvp","xUrl":"http://x.com/whvp_ltd","founded":"1991","organization":"corporation organized in Switzerland","fiscalYearEnd":"December","headquarters":{"street":"Bahnhofstrasse 73","city":"Zurich","state":"","stateName":"","country":"Switzerland","postalCode":"8001"},"tradeNames":[],"registration":{"secApproved":"3 June 2011","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1814483.7674418604,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":9},"aum":{"regulatory":235195917,"discretionary":143126965,"discretionaryAccounts":118,"nonDiscretionary":92068952,"nonDiscretionaryAccounts":12,"wrapProgram":null,"nonUsClientsPct":7,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":96,"regulatoryAum":64066847},{"label":"High-net-worth individuals","clients":33,"regulatoryAum":170001559},{"label":"Insurance companies","clients":1,"fewerThan5":true,"regulatoryAum":1127511}],"feePrograms":[{"role":"other","program":"Additional Services","summary":"Additional services are billed at CHF 200 to CHF 500 per hour, agreed with the client case by case.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059952","versionId":1059952,"submittedOn":"2026-10-02","documentName":"PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:18:36.336796+00:00","documents":[{"name":"PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059952","versionId":1059952,"submittedOn":"2026-10-02"}]},"custodians":[{"name":"Bank Vontobel Ag","shortName":"Bank Vontobel Ag","location":"Zurich","smaAssets":104700607},{"name":"Kaiser Partner Privatbank Ag","shortName":"Kaiser Partner Privatbank Ag","location":"Vaduz","smaAssets":45827720},{"name":"Dreyfus Soehne & Cie Ag, Banquiers","shortName":"Dreyfus Soehne & Cie Ag, Banquiers","location":"Zurich","smaAssets":80523328}],"custodyNote":"Weber Hartmann Vrijhof & Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Daniel Koller","title":"Chief Compliance Officer and Member of the Management","crd":"6481071"},{"name":"Julia Fernandez Lopez","title":"Member of the Board and Member of the Management, COO","crd":"7116861"},{"name":"Urs Vrijhof-Droese","title":"Chairman and Member of the Management, CFO, CIO","crd":"7113220"},{"name":"Jamie Vrijhof-Droese","title":"Member of the Board and CEO","crd":"7113223"}],"ownership":[{"label":"Yiruma Beteiligungs GMBH","detail":"Holding company of the shares of jamie eileen vrijhof-droese and urs patrick vrijhof-droese, each 50% in the 75% or more ownership band and a control person, since January 2021."},{"label":"Urs Vrijhof-Droese","detail":"Indirect owner: a shareholder of yiruma beteiligungs gmbh, 50% share of Yiruma Beteiligungs GMBH in the 50% to 75% band and a control person, since January 2021.","parent":"Yiruma Beteiligungs GMBH"},{"label":"Jamie Vrijhof-Droese","detail":"Indirect owner: a shareholder of yiruma beteiligungs gmbh, 50% share of Yiruma Beteiligungs GMBH in the 50% to 75% band and a control person, since January 2021.","parent":"Yiruma Beteiligungs GMBH"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"01141443157777","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":60},{"label":"Investment grade corporate bonds","percent":18},{"label":"Cash and cash equivalents","percent":10},{"label":"Other","percent":12,"detail":"Non US Bonds, Non US Equities, Metals: 12%"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156928/PDF/156928.pdf","brochureDate":"2 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059952","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Weber Hartmann Vrijhof & Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Weber Hartmann Vrijhof & Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Weber Hartmann Vrijhof & Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Weber Hartmann Vrijhof & Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Weber Hartmann Vrijhof & Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Weber Hartmann Vrijhof & Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Weber Hartmann Vrijhof & Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Weber Hartmann Vrijhof & Partners?","answer":"Weber Hartmann Vrijhof & Partners’ main office is at Bahnhofstrasse 73, Zurich, Switzerland 8001. Its phone number is 01141443157777. Its website is whvp.ch.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}