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LIGHTHOUSE SWISS WEALTH ADVISORS AG

ZUG, Switzerland · CRD 164658 · IAPD ↗ · lighthousetrust.ch · +41-41-511-39-05

$40.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

40
April 2024 — LIGHTHOUSE SWISS WEALTH ADVISORS AG reported RAUM up 159% ($20.4M -> $52.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.