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| Lighthouse Wealth Management Inc
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|
|
|---|---|
| CRD # | 157925 |
| SEC # | 801-117825 |
| CIK # | |
| AUM | $152.8 MM (2023-02-06) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 419-496-0016 |
| Address | 1078 Commerce Parkway Ashland, OH 44805 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 62.6 |
| (b) Individuals (high net worth individuals) | 50 | 74.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 15.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 783 | 152.8 |
| By Discretionary | ||
| Discretionary | 783 | 152.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 783 | 152.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.8 | |
| Total | 783 | 152.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Approach Retirement Advisors LLC
✚
|
AL | 0.2 |
|
Petrovic Financial Solutions LLC
✚
|
KS | 0.2 |
|
Halbert Wealth Management Inc
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|
TX | 0.2 |
|
Masus Financial Group Ltd
✚
|
IL | 0.2 |
|
Investment Consultants LLC
✚
|
IL | 0.2 |
|
IAMS Wealth Management LLC
✚
|
NE | 0.2 |
|
Prossimo Advisors LLC
✚
|
CA | 0.2 |
|
Lumina Wealth Management LLC
✚
|
NC | 0.2 |
|
The Archer Consulting Group LLC
✚
|
LA | 0.2 |
|
Cordis Financial LLC
✚
|
MN | 0.2 |