{
  "crd_number": 164658,
  "slug": "lighthouse-swiss-wealth-advisors-ag-zug-164658",
  "primary_business_name": "LIGHTHOUSE SWISS WEALTH ADVISORS AG",
  "legal_name": "LIGHTHOUSE SWISS WEALTH ADVISORS AG",
  "dbas": [],
  "city": "Zug",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-07-06",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 40350049.0,
  "raum_discretionary": 40350049.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 40350049.0,
      "count": 23
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://lighthousetrust.ch"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164658",
  "city_as_filed": "ZUG",
  "url": "https://advisorcensus.com/firm/lighthouse-swiss-wealth-advisors-ag-zug-164658",
  "display_name": "Lighthouse Swiss Wealth Advisors AG",
  "summary": "Lighthouse Swiss Wealth Advisors AG is an SEC-registered investment advisory firm in Zug, Switzerland, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Lighthouse Swiss Wealth Advisors AG (CRD 164658): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Lighthouse Swiss Wealth Advisors AG compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lighthouse Swiss Wealth Advisors AG reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Lighthouse Swiss Wealth Advisors AG located?",
      "a": "Lighthouse Swiss Wealth Advisors AG's principal office is in Zug, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is Lighthouse Swiss Wealth Advisors AG registered with the SEC or a state?",
      "a": "Lighthouse Swiss Wealth Advisors AG is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164658."
    },
    {
      "q": "How much does Lighthouse Swiss Wealth Advisors AG manage?",
      "a": "Lighthouse Swiss Wealth Advisors AG reports $40,350,049 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Lighthouse Swiss Wealth Advisors AG's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lighthouse Swiss Wealth Advisors AG: Regulatory assets under management: $24,692,107 in the October 2021 data and $40,350,049 in the October 2026 data, up 63%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lighthouse Swiss Wealth Advisors AG serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (23)."
    },
    {
      "q": "Which custodians does Lighthouse Swiss Wealth Advisors AG use?",
      "a": "Lighthouse Swiss Wealth Advisors AG's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Kaiser Partner Privatbank and Zurcher Kantonalbank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lighthouse Swiss Wealth Advisors AG report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164658"
    },
    {
      "q": "Does Lighthouse Swiss Wealth Advisors AG state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 says: \"There is a minimum account size of $500,000.\" \"Lighthouse Swiss Wealth Advisors AG requires a minimum of $500,000 in order to open an account. To reach this account minimum, clients can aggregate all household accounts. At its discretion, Lighthouse Swiss Wealth Advisors AG may grant exceptions to the minimum account balance requirement.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 24692107.0,
      "total_employees": 2,
      "filing_date": "2021-02-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 25458213.0,
      "total_employees": 2,
      "filing_date": "2022-05-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 20404686.0,
      "total_employees": 2,
      "filing_date": "2023-02-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 52837484.0,
      "total_employees": 2,
      "filing_date": "2024-03-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 43870160.0,
      "total_employees": 2,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 40350049.0,
      "total_employees": 2,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is a minimum account size of $500,000.",
          "Lighthouse Swiss Wealth Advisors AG requires a minimum of $500,000 in order to open an account.  To reach this account minimum, clients can aggregate all household accounts.  At its discretion, Lighthouse Swiss Wealth Advisors AG may grant exceptions to the minimum account balance requirement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is a minimum account size of $500,000.",
      "Lighthouse Swiss Wealth Advisors AG requires a minimum of $500,000 in order to open an account.  To reach this account minimum, clients can aggregate all household accounts.  At its discretion, Lighthouse Swiss Wealth Advisors AG may grant exceptions to the minimum account balance requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Kaiser Partner Privatbank",
      "name_as_filed": "KAISER PARTNER PRIVATBANK",
      "affiliated": false
    },
    {
      "name": "Zurcher Kantonalbank",
      "name_as_filed": "ZURCHER KANTONALBANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lighthouse-swiss-wealth-advisors-ag-zug-164658.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 23,
      "fewer_than_5": false,
      "raum": 40350049.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164658",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}