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| Lighthouse Financial Wealth Management LLC
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| |
|---|---|
| CRD # | 142481 |
| SEC # | 801-122261 |
| CIK # | |
| AUM | $100.6 MM (2023-12-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 302-351-5660 |
| Address | 501 Silverside Road, Ste 117 Wilmington, DE 19809 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 46.1 |
| (b) Individuals (high net worth individuals) | 25 | 54.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 402 | 100.6 |
| By Discretionary | ||
| Discretionary | 402 | 100.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 402 | 100.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.6 | |
| United States Persons | 95.1 | |
| Total | 402 | 100.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Strategic Management Inc
✚
|
PR | 0.1 |
|
Strategic Wealth Advisors Group Inc
✚
|
MI | 0.1 |
|
Shankland Financial Advisors LLC
✚
|
NC | 0.1 |
|
Wealthmark LLC
✚
|
WA | 0.1 |
|
Verus Capital Ventures Inc
✚
|
TX | 0.1 |
|
APO Financial Services LLC
✚
|
CO | 0.1 |
|
The Holland Group Retirement Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Onesource Advisors LLC
✚
|
CA | 0.1 |
|
ELE Advisory Services Inc
✚
|
MI | 0.1 |
|
Queen City Capital Management LLC
✚
|
OH | 0.1 |