Lighthouse Swiss Wealth Advisors AG

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Assets, Funds, Holdings

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Lighthouse Swiss Wealth Advisors AG
CRD #164658
SEC #801-76864
CIK #
AUM $52.8 MM (2024-03-05)
Employees 2 (100% Investors, 0% Brokers)
Phone41415113905
AddressBaarerstrasse 8
Zug, Switzerland
Source [IAPD] [Website]
Total AUM ($MM)
604836241202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 25 52.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 36 52.8
By Discretionary
Discretionary 36 52.8
Non-Discretionary 0 0.0
Total 36 52.8
By Non-United States Persons
Non-United States Persons 6.6
United States Persons 46.2
Total 36 52.8
Comparable Firms State AUM ($BB)
Network Investment Advisors Incorporated
NY 0.1
Beyond Wealth Advisory LLC
CA 0.1
Dynamic Trading Management LLC
NY 0.1
Morrison Fiduciary Advisors Inc
PA 0.1
Mtier Capital LLC
NY 0.1
Bridges Capital LLC
FL 0.1
Investment Research Corp
CO 0.1
Capital Management Advisors Inc
GA 0.1
Ossia Investment Management LLC
FL 0.1
Oelschlager Investments LLC
OH 0.1
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