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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lighthouse Wealth Management LLC
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|---|---|
| CRD # | 307529 |
| SEC # | 801-127104 |
| CIK # | 0002042810 |
| AUM | $199.7 M (2025-04-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 717-346-6333 |
| Address | 210 Grandview Avenue Camp Hill, PA 17011 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 19.3 |
| (b) Individuals (high net worth individuals) | 44 | 180.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 293 | 199.7 |
| By Discretionary | ||
| Discretionary | 293 | 199.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 293 | 199.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.7 | |
| Total | 293 | 199.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002042810] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clear Ridge Wealth Management LLC
✚
|
MI | 0.2 |
|
Amara Financial LLC
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CA | 0.2 |
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Legacy Beyond Wealth LLC
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0.2 | |
|
Lighthouse Wealth Management Inc
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OH | 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 |
|
Keystone Financial Group Inc
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GA | 0.2 |
|
Beacon Financial Advisors Inc
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NY | 0.2 |
|
Biddle Capital Management Inc
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DE | 0.2 |
|
Approach Retirement Advisors LLC
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AL | 0.2 |