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| Happy Holidays!! thanks for using AUM13F!! |
| Lighthouse Wealth Management Inc
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|---|---|
| CRD # | 157925 |
| SEC # | 801-117825 |
| CIK # | 0002042810 |
| AUM | $199.9 M (2025-02-03) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 419-496-0016 |
| Address | 1078 Commerce Parkway Ashland, OH 44805 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Abbott Laboratories | 1.9 | ||
| AbbVie Inc | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Apple Inc | 1.2 | ||
| Microsoft Corp | 1.2 | ||
| Netflix Inc | 0.7 | ||
| Amazon Com Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308 | 88.1 |
| (b) Individuals (high net worth individuals) | 51 | 91.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 18.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 373 | 199.9 |
| By Discretionary | ||
| Discretionary | 373 | 199.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 373 | 199.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.9 | |
| Total | 373 | 199.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002042810] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Donato Wealth Management PLLC
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TX | 0.2 |
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Piedmont Capital Management LLC
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NC | 0.2 |
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Clear Ridge Wealth Management LLC
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MI | 0.2 |
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Amara Financial LLC
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CA | 0.2 |
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Legacy Beyond Wealth LLC
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0.2 | |
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SWP Financial LLC
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CA | 0.2 |
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Vitalstone Financial LLC
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TX | 0.2 |
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Lighthouse Wealth Management LLC
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PA | 0.2 |
|
Keystone Financial Group Inc
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GA | 0.2 |
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Beacon Financial Advisors Inc
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NY | 0.2 |