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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

LIGHTHOUSE SWISS WEALTH ADVISORS AG

CRD 164658

ZUG

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d90dd06-e2ce-0b1b-ba0d-3e1a11f6a8e6

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 3
On other graphs: 0
Observed: Jun 26, 2012 to Mar 10, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $40.4MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $40.4M
Private client RAUM: $40.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 23
Individual clients: 0
High net worth clients: 23
SEC number: 801-76864
CRD: 164658
Filings on the tape: 26
First filed: Jun 26, 2012
Latest filed: Mar 10, 2026
Organised: Other (specify)
Website: lighthousetrust.ch

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRUHWILER, MARC, PHILIPP	CHIEF FINANCIAL OFFICER AND OWNER	E	yes	06/2012	Jun 26, 2012	Mar 5, 2024
Felber, Vera	CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER	Na	yes	04/2022	May 6, 2022	Mar 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$40.4M	$40.4M	2	2	0	n/a	n/a
2024	Feb 25, 2025	$43.9M	$43.9M	2	2	0	n/a	n/a
2023	Mar 5, 2024	$52.8M	$52.8M	2	2	0	n/a	n/a
2022	Feb 16, 2023	$20.4M	$20.4M	2	2	0	n/a	n/a
2021	Mar 28, 2022	$25.5M	$25.5M	2	2	0	n/a	n/a
2020	Feb 1, 2021	$24.7M	$24.7M	2	2	0	n/a	n/a
2019	Feb 5, 2020	$14.0M	$14.0M	2	2	0	n/a	n/a
2018	Jan 23, 2019	$11.3M	$11.3M	2	2	0	n/a	n/a
2017	Feb 16, 2018	$15.7M	$15.7M	2	2	0	n/a	n/a
2016	Feb 23, 2017	$19.8M	$19.8M	2	2	n/a	n/a	n/a
2015	Mar 12, 2016	$10.3M	$10.3M	3	3	n/a	n/a	n/a
2014	Feb 26, 2015	$18.8M	$18.8M	3	3	n/a	n/a	n/a
2013	Mar 13, 2014	$13.2M	$13.2M	3	3	n/a	n/a	n/a
2012	Feb 1, 2013	$11.6M	$11.6M	4	4	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$40.4M	$43.9M	-8.0%	$20.4M	25.5%	2	2	0	0

Relationships

Controls (2)

← BRUHWILER, MARC, PHILIPPOwnerCHIEF FINANCIAL OFFICER AND OWNER, ownership code E, individual
Jun 26, 2012 to Mar 5, 2024factForm ADV
← Felber, VeraOwnerCHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER, ownership code NA, individual
May 6, 2022 to Mar 5, 2024factForm ADV

Dated events

Occurred
May 6, 2022
Control person joined
Vera Felber (Chief Compliance Officer & Chief Executive Officer) appeared on Schedule A of Lighthouse Swiss Wealth Advisors Ag
Form ADVobserved 3 days ago
Occurred
Mar 28, 2022
Control person left
Pascal Rytz (Chief Investment Officer; Deputy Chief Executive Officer; And Owner) no longer on Schedule A of Lighthouse Swiss Wealth Advisors Ag (listed 2021-02-01, absent 2022-03-28)
Form ADVobserved 3 days ago
Occurred
Jun 26, 2012
First Form ADV filing
Lighthouse Swiss Wealth Advisors Ag filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d90dd06-e2ce-0b1b-ba0d-3e1a11f6a8e6
First observed: Jun 26, 2012
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIGHTHOUSE SWISS WEALTH ADVISORS AG

CRD 164658

ZUG

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d90dd06-e2ce-0b1b-ba0d-3e1a11f6a8e6

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRUHWILER, MARC, PHILIPP

CHIEF FINANCIAL OFFICER AND OWNER

yes

06/2012

Jun 26, 2012

Mar 5, 2024

Felber, Vera

CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER

yes

04/2022

May 6, 2022

Mar 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$40.4M

n/a

2024

Feb 25, 2025

$43.9M

n/a

2023

Mar 5, 2024

$52.8M

n/a

2022

Feb 16, 2023

$20.4M

n/a

2021

Mar 28, 2022

$25.5M

n/a

2020

Feb 1, 2021

$24.7M

n/a

2019

Feb 5, 2020

$14.0M

n/a

2018

Jan 23, 2019

$11.3M

n/a

2017

Feb 16, 2018

$15.7M

n/a

2016

Feb 23, 2017

$19.8M

n/a

2015

Mar 12, 2016

$10.3M

n/a

2014

Feb 26, 2015

$18.8M

n/a

2013

Mar 13, 2014

$13.2M

n/a

2012

Feb 1, 2013

$11.6M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$40.4M

$43.9M

-8.0%

$20.4M

25.5%