Lighthouse Swiss Wealth Advisors Ag

Overview

Lighthouse Swiss Wealth Advisors Ag is an independent advisory firm that registered with the SEC in 2012 and is owned by an individual. The practice focuses on advising high-net-worth individuals and families, delivering portfolio management for private clients as well as for small businesses and institutional entities. Fee arrangements include a percentage-of-assets model alongside the option for fixed fees. The firm does not act as a capital allocator and reports that it is not an active ESG investor. Advisory activity centers on discretionary portfolio management rather than large-scale institutional consulting. Lighthouse Swiss directs client exposure across public markets and selects third-party external managers where it uses alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices