Sabina B. Weber Sauser

BELVOIR WEALTH MANAGEMENT AG

Zurich, CH-8002

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CRD#: 5846789

Professional summary

Sabina Barbara Weber Sauser is a registered financial advisor currently at BELVOIR WEALTH MANAGEMENT AG .

Sabina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Sabina has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MEMBER OF BOARD DIRECTORS RAGOTTI & WEBER BAU AG RAGOTTI & WEBER MANAGEMENT AG Breite 2 8754 NETSTAL (Glarus) SWITZERLAND THESE BUSINESSES ARE NON-INVESTMENT RELATED (CONSTRUCTION AND REAL ESTATE). START DATE WAS 1998. RESPONSIBILITY FOR ATTENDANCE AT BOARD METINGS, 3 HOURS PER MONTH Lecturer at University of Applied Sciences, HWZ, Zurich

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabina Barbara Weber Sauser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 2, 2023 - Present

BELVOIR WEALTH MANAGEMENT AG

Office #1: Tödistrasse 16, Zurich, CH-8002

RIA

CRD#: 128649

Zurich,

Past

October 4, 2010 - April 1, 2016

VONTOBEL SWISS WEALTH ADVISORS AG

RIA

CRD#: 154750

ZURICH,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BELVOIR WEALTH MANAGEMENT AG

BELVOIR WEALTH MANAGEMENT AG | SLOAN ASSET MANAGEMENT AG

CRD#: 128649 / SEC#: 801-62473

RIA

Registered Investment Advisory firm - (11/6/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BELVOIR WEALTH MANAGEMENT AG

BELVOIR WEALTH MANAGEMENT AG | SLOAN ASSET MANAGEMENT AG

CRD#: 128649 / SEC#: 801-62473

RIA

Registered Investment Advisory firm - (11/6/2003 Approved)

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Contact information

Main Address

Tödistrasse 16, Zurich, CH-8002

Mailing Address

Phone number

41-43-244-7550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2B 2025 MARCH (3/24/2025)

ADV 2A 2025 MARCH (3/24/2025)

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 286,782,091

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sabina B. Weber Sauser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabina Barbara Weber Sauser's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELVOIR WEALTH MANAGEMENT AG

VONTOBEL SWISS WEALTH ADVISORS AG

Primary Firm SEC Registration

BELVOIR WEALTH MANAGEMENT AG

State Registrations and Notice Filings

Exams

Current Firm

BELVOIR WEALTH MANAGEMENT AG

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BELVOIR WEALTH MANAGEMENT AG

TRUST BUT VERIFY

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