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| Keyboard |
| Lighthouse Financial Services Inc
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|---|---|
| CRD # | 110367 |
| SEC # | 801-55848 |
| CIK # | |
| AUM | 472.5 M (2026-01-22) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 714-572-8900 |
| Address | 3070 Saturn Street Brea, CA 92821 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 114.4 |
| (b) Individuals (high net worth individuals) | 152 | 310.1 |
| (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 | 1 | 0.7 |
| (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 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 454 | 429.8 |
| By Discretionary | ||
| Discretionary | 454 | 429.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 454 | 429.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 429.8 | |
| Total | 454 | 429.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cannon Tingey Investment Advisors Inc
✚
|
UT | 477.7 M |
|
Barnes Wealth Management Group Inc
✚
|
CA | 477.2 M |
|
Wimmer Associates I LLC
✚
|
CA | 475.9 M |
|
Cape Investment Advisory Inc
✚
|
GA | 473.7 M |
|
Mason & Associates LLC
✚
|
VA | 471.4 M |
|
Sterling Group Wealth Management LLC
✚
|
CA | 471.3 M |
|
Kassouf Wealth Advisors LLC
✚
|
AL | 471.3 M |
|
Sand Creek Capital LLC
✚
|
ID | 471.2 M |
|
Nova Financial LLC
✚
|
AZ | 469.4 M |
|
Alliance Private Wealth LLC
✚
|
MA | 466.2 M |