DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
L••
Legal name L••••• F•••••••• A••••••• S•••
Latest filing Aug 24, 2026
First filing on the tape Mar 12, 2012 · 37 filings
SEC status approved since Feb 3, 2010
RAUM
$1.1B
reported, Item 5.F
Discretionary
52%
of RAUM
Private clients
93%
$1.0B individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.1B
derived; firm RAUM over IAPD count
Employees
11
9 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$1.1B as of Aug 24, 2026
Mar 12, 2012$535M then
HNW client RAUM$926M as of Aug 24, 2026
Mar 13, 2018$555M then
State-registered IARs (5.B.3)1 as of Aug 24, 2026
Mar 12, 20120 then
Employees (5.A)11 as of Aug 24, 2026
Mar 26, 20137 then
Private funds: no history
RAUM +23% over the last fiscal year+8.9% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Aug 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.1BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 300derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.0MderivedHNW RAUM over HNW clients
- Average account
- $3.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 52%derivedof RAUM
- Institutional
- 7.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 11.0derivedItem 5.A over advisors
- Advisors per office
- 0.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$926M85%
- Individuals$86.4M7.9%
- Charitable organizations$77.8M7.1%
- Individual clients
- 145reported
- HNW clients
- 155reported
- Pension plan clients
- 0reported
- Charitable clients
- 2reported
- Accounts
- 302reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| F•••••••• B••••••••• | L••••• - Ticino | Mar 4, 2013 | 17 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• W•••••• W•••• · Senior Relationship Managercontrolsince 07/2023 · owns 10% to 25%
- B•••••••• M•••••• · Chief Investment Officer (Cio)controlsince 04/2026 · owns less than 5%
- M••••• E••••••• M•••••• · Chief Investment Officer (Cio)controlsince 07/2023 · owns less than 5%
- P••••• P•••• · Senior Relationship Managercontrolsince 09/2018 · owns less than 5%
- B••••••••• F•••••••• · Shareholdercontrolsince 01/2011 · owns 25% to 50% of L•• H•••••• S•
- S•••••••• S•••• D•••• S••••• · Shareholdercontrolsince 01/2011 · owns 25% to 50% of L•• H•••••• S•
- A•••••• T••••• · Relationship Manager Advisorsince 09/2025 · owns less than 5%
- A••••••• R•••••• R••••• · Senior Relationship Managersince 08/2023 · owns less than 5%
- B••••••••• P•••••• · Risk Managersince 09/2024 · owns less than 5%
- B••••• L•••• D••••• · Senior Investment Advisorsince 09/2016 · owns less than 5%
- C••••••• M••••• · Chief Compliance Officersince 01/2018 · owns less than 5%
- D• M••••• R••••••• · Portfolio Managersince 08/2025 · owns less than 5%
- H•••••• M•••••• · Senior Relationship Managersince 07/2023 · owns less than 5%
- K••••• A••••• · Senior Relationship Managersince 07/2023 · owns less than 5%
- ••• P••••• · Investment Advisorsince 08/2026 · owns less than 5%
- S••••••• F•••••• · Head Western Switzerlandsince 04/2024 · owns less than 5%
- S•••••••• V•••••• · Junior Risk Managersince 01/2026 · owns less than 5%
Entity owners
- L•• H•••••• S• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- E••••••• F••••• O••••• S•investment advisern
- L••••••• S•investment advisern
Offices
Schedule D 1.F, the 25 largest
- Zurich, Switzerland5 employees
- Sion, Switzerland1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 24, 2026B•••••••• M•••••• (CHIEF INVESTMENT OFFICER (CIO)) appeared on Schedule A between the filings of 2024-10-10 and 2026-08-24peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Aug 24, 2026B••••••••• F•••••••• (SHAREHOLDER) left Schedule A between the filings of 2024-10-10 and 2026-08-24peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Aug 24, 2026B•••••• W•••••• W•••• (SENIOR RELATIONSHIP MANAGER) left Schedule A between the filings of 2024-10-10 and 2026-08-24peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Aug 24, 2026S•••••••• S•••• D•••• S••••• (SHAREHOLDER) left Schedule A between the filings of 2024-10-10 and 2026-08-24peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Aug 24, 2026M••••• E••••••• M•••••• (CHIEF INVESTMENT OFFICER (CIO)) left Schedule A between the filings of 2024-10-10 and 2026-08-24peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 271 to 302Oct 10, 2025 to Mar 17, 2026
- Charity clients · 1 to 2Oct 10, 2025 to Mar 17, 2026
- HNW clients · 136 to 155Oct 10, 2025 to Mar 17, 2026
- Individual clients · 134 to 145Oct 10, 2025 to Mar 17, 2026
- Discretionary RAUM · $476M to $570MOct 10, 2025 to Mar 17, 2026
- HNW RAUM · $743M to $926MOct 10, 2025 to Mar 17, 2026
- Individual RAUM · $69.0M to $86.4MOct 10, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $407M to $521MOct 10, 2025 to Mar 17, 2026
- RAUM · $883M to $1.1BOct 10, 2025 to Mar 17, 2026
- Advisory employees · 8 to 9Mar 5, 2025 to Jul 11, 2025
- Financial planning clients · unset to Mar 5, 2025 to Jul 11, 2025
- Accounts · 280 to 271Oct 28, 2024 to Mar 5, 2025
- Advisory employees · 9 to 8Oct 28, 2024 to Mar 5, 2025
- Charity clients · unset to 1.0Oct 28, 2024 to Mar 5, 2025
- HNW clients · 115 to 136Oct 28, 2024 to Mar 5, 2025
- Individual clients · 111 to 134Oct 28, 2024 to Mar 5, 2025
- Employees · 12 to 11Oct 28, 2024 to Mar 5, 2025
- HQ state · unset to Oct 28, 2024 to Mar 5, 2025
- Discretionary RAUM · $409M to $476MOct 28, 2024 to Mar 5, 2025
- HNW RAUM · $654M to $743MOct 28, 2024 to Mar 5, 2025
- Individual RAUM · $74.4M to $69.0MOct 28, 2024 to Mar 5, 2025
- Non-discretionary RAUM · $582M to $407MOct 28, 2024 to Mar 5, 2025
- RAUM · $991M to $883MOct 28, 2024 to Mar 5, 2025
- Other offices · 1 to 2Feb 7, 2024 to Jun 12, 2024
- Accounts · 287 to 280Jan 16, 2024 to Feb 7, 2024
- Advisory employees · 7 to 9Jan 16, 2024 to Feb 7, 2024
- HNW clients · 124 to 115Jan 16, 2024 to Feb 7, 2024
- Individual clients · 108 to 111Jan 16, 2024 to Feb 7, 2024
- Employees · 11 to 12Jan 16, 2024 to Feb 7, 2024
- Discretionary RAUM · $356M to $409MJan 16, 2024 to Feb 7, 2024
- HNW RAUM · $561M to $654MJan 16, 2024 to Feb 7, 2024
- Individual RAUM · $52.6M to $74.4MJan 16, 2024 to Feb 7, 2024
- Non-discretionary RAUM · $486M to $582MJan 16, 2024 to Feb 7, 2024
- RAUM · $843M to $991MJan 16, 2024 to Feb 7, 2024
- Accounts · 242 to 287Oct 24, 2022 to Jan 30, 2023
- HNW clients · 126 to 124Oct 24, 2022 to Jan 30, 2023
- Individual clients · 115 to 108Oct 24, 2022 to Jan 30, 2023
- Employees · 12 to 11Oct 24, 2022 to Jan 30, 2023
- Discretionary RAUM · $404M to $356MOct 24, 2022 to Jan 30, 2023
- HNW RAUM · $599M to $561MOct 24, 2022 to Jan 30, 2023
Signals
7 dated events
- P•••••• B•••••••• (Risk Manager) appeared on Schedule A of LfaOct 10, 2024 · Control person joined · fact
- M••••• O•••••••• (Risk Manager) no longer on Schedule A of Lfa (listed 2024-06-12, absent 2024-10-10)Oct 10, 2024 · Control person left · inference
- M•••••• B••••••• (Chief Investment Officer) no longer on Schedule A of Lfa (listed 2023-01-30, absent 2023-07-05)Jul 5, 2023 · Control person left · inference
- M•••••• E•••••• M•••• (Chief Investment Officer (Cio)) appeared on Schedule A of LfaJul 5, 2023 · Control person joined · fact
- Walter Biland (Senior Relationship Manager) appeared on Schedule A of LfaJul 5, 2023 · Control person joined · fact
- M•••••• Vanossi (Shareholder) no longer on Schedule A of Lfa (listed 2020-06-25, absent 2020-09-25)Sep 25, 2020 · Control person left · inference
- M••••• O•••••••• (Risk Manager) appeared on Schedule A of LfaFeb 15, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@americanswelcome.swissreportedpublished by the firm, firm site, Sep 17, 2026
- Website
- americanswelcome.swiss/lfareportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +41919212533reportedpublic record, Form ADV, Aug 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.1Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026