Ivo Nmn Kaufmann
Investment adviser representative at Ssa Wealth Advisors
14 yearsExperience
1 stateRegistered in
$817.5MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Ssa Wealth AdvisorsMay 2026 to now
- Syz Swiss Advidor RaJul 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ssa Wealth Advisors
Legal name: Ssa Swiss Advisors Ag
$817.5MAssets managed
135Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4412460
- Firm CRD
- 161357