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| Light Financial Services Inc
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|
|---|---|
| CRD # | 131678 |
| SEC # | 801-123619 |
| CIK # | |
| AUM | $175.5 M (2026-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 701-356-5106 |
| Address | 3575 45th St S Fargo, ND 58104 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 588 | 130.7 |
| (b) Individuals (high net worth individuals) | 33 | 42.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,810 | 175.5 |
| By Discretionary | ||
| Discretionary | 1,803 | 174.7 |
| Non-Discretionary | 7 | 0.9 |
| Total | 1,810 | 175.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.5 | |
| Total | 1,810 | 175.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 0.2 |
|
Familywealth Asset Management
✚
|
FL | 0.2 |
|
Livelsberger Lynn Louis
✚
|
OH | 0.2 |
|
Kelsey Financial LLC
✚
|
CA | 0.2 |
|
Intentional LLC
✚
|
SC | 0.2 |
|
Downing Street Wealth Management LLC
✚
|
CO | 0.2 |
|
Meliora Capital LLC
✚
|
OK | 0.2 |
|
Sageoak Financial LLC
✚
|
OK | 0.2 |
|
Corrales & Company LLC
✚
|
FL | 0.2 |
|
JMS Capital Group Wealth Services LLC
✚
|
PA | 0.2 |