SourcingSourcing

SWISS USADVISORS LTD.

B53
CRD 158706·SEC 801-72787
AUM
$250.0M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$750K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SWISS USADVISORS LTD.
CRD
158706
SEC file #
801-72787
EIN
—
DBA names
Swiss Usadvisors

Economics

AUM
$250.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$250.0M → $250.0M▬ 0%
Client mix
Individuals High Net Worth100

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargomedium confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
swiss-usadvisors.ch

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HANSALIK, ROLAND, NMN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HANSALIK, ROLAND, NMN
AQUILA & CO. AG
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (10)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Wells Fargo1
Full
E*trade4
Wells Fargo2
Fee Schedule
Bracket I40
Bracket Vi40
Bracket Xi20
Bracket Ii0
Bracket Iii0
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4317662
Trust Company Affiliate
No

People (1)

1
ROLAND NMN HANSALIK
Direct Owner · 87.5%
4317662