Weber Hartmann Vrijhof & Partners Ltd.
- Regulatory AUM
- $235M
- Discretionary
- $143M
- Clients
- 130
- Avg AUM / client
- $1.8M
- Accounts
- 130
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 96 | $64.1M | 27.2% |
| High net worth individuals | 33 | $170M | 72.3% |
| Insurance companies | 1 | $1.1M | 0.48% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Koller, Daniel, Paul | Chief Compliance Officer And Member Of The Management | Jan 2016 (11y) | Less than 5% | |
| Fernandez Lopez, Julia | Member Of The Board And Member Of The Management | Apr 2019 (7y) | Less than 5% | |
| Urs Patrick Vrijhof Droese | Chairman And Member Of The Management | Apr 2019 (7y) | 50% – 75% | |
| Vrijhof Droese, Jamie, Eileen | Member Of The Board And Ceo | Apr 2019 (7y) | 50% – 75% | |
| Robert Armand Vrijhof | Registered representative | Mar 2013 (13y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Bank Vontobel Ag $105M (45% of AUM) Mar 2026
- Dreyfus Soehne & Cie Ag, Banquiers $80.5M (34% of AUM) Mar 2026
- Kaiser Partner Privatbank $45.8M (19% of AUM) Mar 2026
- Wiener Privatbank Se $7.2M (11% of AUM) May 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗