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LIGHTHOUSE SWISS WEALTH ADVISORS AG

CRD 164658 · SEC 801-76864

Advisory firmOther (specify)

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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BAARERSTRASSE 8, ZUG, 6300, Switzerland

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$40.4M

Discretionary AUM

$40.4M

Team

2 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Other (specify)

Filing date

2026-03-10

Disciplinary history

No

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  • SEC IAPD

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Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals23$40.4M

All web addresses on file

Official SEC filing: View on IAPD