Proventus Ag is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 26, 2026, reports $807M in regulatory assets under management, 6 employees, and 88 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.5% of total clients.
Top client categories% of clientsClients
1
HNWI
54.5%
48
2
Individuals
34.1%
30
3
Charitable
11.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$807Mas of February 26, 2026
Discretionary100.0%
$807M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$807M
Total Accounts88
10Y AUM Change+$171M (+26.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee15:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.