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| Keyboard |
| Lighthouse Swiss Wealth Advisors AG
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|
|---|---|
| CRD # | 164658 |
| SEC # | 801-76864 |
| CIK # | |
| AUM | 40.4 M (2026-03-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 41415113905 |
| Address | Baarerstrasse 8 Zug, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 23 | 40.4 |
| (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 | 23 | 40.4 |
| By Discretionary | ||
| Discretionary | 23 | 40.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 23 | 40.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.4 | |
| Total | 23 | 40.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | 5067007JE99YR67J4805 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Acacia Grove Wealth Management LLC
✚
|
NY | 41.6 M |
|
American Northwest Advisory Services LLC
✚
|
WA | 41.3 M |
|
McNeill Capital LLC
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|
NY | 40.6 M |
|
II Technology LLC
✚
|
TX | 40.5 M |
|
Arcap Partners LLC
✚
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NY | 40.5 M |
|
Montrose Estate Capital Management LLC
✚
|
TX | 40.0 M |
|
MWMG Advisors LLC
✚
|
NY | 40.0 M |
|
Catton Capital Partners LLC
✚
|
CA | 39.6 M |
|
IHS Wealth Management LLC
✚
|
NY | 39.4 M |
|
Apollo Wealth Management LLC
✚
|
39.3 M |