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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lighthouse Financial Services Inc
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|---|---|
| CRD # | 110367 |
| SEC # | 801-55848 |
| CIK # | |
| AUM | $429.8 M (2025-07-07) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 714-572-8900 |
| Address | 3070 Saturn Street Brea, CA 92821 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 114.4 |
| (b) Individuals (high net worth individuals) | 152 | 310.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 454 | 429.8 |
| By Discretionary | ||
| Discretionary | 454 | 429.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 454 | 429.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 429.8 | |
| Total | 454 | 429.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DLK Investment Management
✚
|
CA | 0.4 |
|
Penobscot Wealth Management
✚
|
ME | 0.4 |
|
QBOX Fiduciary Solutions LLC
✚
|
IN | 0.4 |
|
Elevated Capital Advisors LLC
✚
|
UT | 0.4 |
|
Hobart Private Capital LLC
✚
|
NC | 0.4 |
|
Consultiva Wealth Management Corp
✚
|
PR | 0.4 |
|
Elite Retirement Planning LLC
✚
|
IA | 0.4 |
|
AMJ Financial Wealth Management LLC
✚
|
VA | 0.4 |
|
Wealthcrest Financial Services LLC
✚
|
VA | 0.4 |
|
True Wealth Design LLC
✚
|
OH | 0.4 |