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Urs Patrick Droese

Investment adviser representative at Whvp
11 yearsExperience
1 stateRegistered in
$235.2MFirm assets
15 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. WhvpMar 2021 to now
  2. Weber Hartmann Vrijhof & Partners Ltd.Jul 2018 to now
  3. Werenbach AgSep 2017 to Jul 2018
  4. Bellecapital Partners AgJan 2017 to Sep 2017
  5. University of Sankt GallenMar 2015 to Dec 2016

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

Whvp

Legal name: Whvp Ag

$235.2MAssets managed
130Clients
2Advisers
15 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
7113220
Firm CRD
156928
Advisor's SEC record (opens in a new tab)
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