LIGHTHOUSE SWISS WEALTH ADVISORS AG
Adviser information for LIGHTHOUSE SWISS WEALTH ADVISORS AG last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 36 | $52.8M |
| Non-Discretionary | 0 | $0 |
| Total | 36 | $52.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 25 | $52.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 20 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-76864 |
|---|---|
| SEC ERA File Number | 801-76864 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164658 |
| Legal Entity Identifier | 5067007JE99YR67J4805 |
Principal Office
BAARERSTRASSE 8ZUG
Switzerland
Monday - Friday, 8AM-5:30PM CENTRAL EUROPEAN TIME
Tel: +41-41-511-39-05, Fax: +41-41-710-76-49
Websites
Chief Compliance Officer
VERA FELBER
CEO
BAARERSTRASSE 8
ZUG
Switzerland
Tel:
+41-41-511-39-05
Fax:
+41-41-710-76-49
V***@*****************H
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRUHWILER, MARC, PHILIPP | Individual | – | CHIEF FINANCIAL OFFICER AND OWNER | 06/2012 | > 75% |
| BRUHWILER, MARC, PHILIPP | Individual | – | CHAIRMAN OF BOARD OF DIRECTORS | 04/2022 | > 75% |
| Felber, Vera | Individual | – | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | 04/2022 | < 5% |
| Felber, Vera | Individual | – | BOARD MEMBER | 10/2023 | < 5% |