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| Keyboard |
| Lighthouse Wealth Management Inc
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|---|---|
| CRD # | 157925 |
| SEC # | 801-117825 |
| CIK # | 0002042810 |
| AUM | 237.6 M (2026-01-26) |
| Employees | 5 (100% 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) | |
|---|---|---|---|
| AbbVie Inc | 2.2 | ||
| Nvidia Corp | 1.7 | ||
| Abbott Laboratories | 1.4 | ||
| Apple Inc | 1.4 | ||
| Wal Mart Stores Inc | 0.9 | ||
| Microsoft Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 110.7 |
| (b) Individuals (high net worth individuals) | 50 | 104.7 |
| (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 | 20.5 |
| (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 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 800 | 237.6 |
| By Discretionary | ||
| Discretionary | 800 | 237.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 800 | 237.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.6 | |
| Total | 800 | 237.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002042810] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alexander Capital Wealth Management LLC
✚
|
NJ | 238.1 M |
|
Rachor Investment Advisory Services LLC
✚
|
MI | 238.1 M |
|
Kelley Investments LLC
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|
238.0 M | |
|
3J Capital Partners Ltd
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|
238.0 M | |
|
Golden Road Advisors LLC
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|
FL | 237.7 M |
|
Fortune 45 LLC
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|
LA | 237.7 M |
|
Montcalm TCR LLC
✚
|
CA | 237.5 M |
|
Capital Financial Group Inc
✚
|
CO | 237.4 M |
|
Redemption Capital Partners LLC
✚
|
TX | 237.3 M |
|
North American Wealth Advisors Inc
✚
|
MN | 237.3 M |