Markus Werner Widmer
Advisor at Proventus AG
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
None foundExperience Industry experience
13 years
Location
Remote
Proventus AG
Team
Total advisors
1Clients per advisor
78 HighAvg AUM per client
$8,012,074 Very HighHNW client ratio
62% Very HighAbout
Markus Widmer is a financial advisor at Proventus AG with 12 years of industry experience. He has been with Proventus since 1998, contributing to the firm’s operations for 28 years. Proventus AG provides discretionary asset management and portfolio oversight primarily for individual and high-net-worth clients and their families, serving both U.S. and non-U.S. clients through tailored separate-account mandates. The firm employs a top-down macroeconomic framework combined with bottom-up security selection across five core strategy profiles, emphasizing capital preservation and diversification.
Fee options
0.2% to 1% annually, depending on size and complexity; fees may be waived, discounted or negotiated at discretion
Currently not charged, but may be offered in future for qualified clients with at least $1,100,000 AUM, $2,200,000 net worth, or qualified purchaser status, subject to individualized agreements
Account minimum: $1,000,000 Minimum fee: No minimum annual fee Fee-only: Proventus Ltd is a fee-only investment adviser and does not receive undisclosed remuneration from third parties
Most active in
Markus W has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
13 years of industry experience
Proventus
1998 - Present • 28 years
Zurich
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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