|
⚲
|
| Lighthouse Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 307529 |
| SEC # | 801-127104 |
| CIK # | 0002042810 |
| AUM | $246.8 M (2026-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 717-346-6333 |
| Address | 210 Grandview Avenue Camp Hill, PA 17011 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 2.2 | ||
| Nvidia Corp | 1.7 | ||
| Abbott Laboratories | 1.4 | ||
| Apple Inc | 1.4 | ||
| Wal Mart Stores Inc | 0.9 | ||
| Microsoft Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 22.3 |
| (b) Individuals (high net worth individuals) | 57 | 224.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 246.8 |
| By Discretionary | ||
| Discretionary | 347 | 246.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 347 | 246.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.8 | |
| Total | 347 | 246.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002042810] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BPP Wealth Solutions LLC
✚
|
NJ | 0.2 |
|
Blueline Advisors LLC
✚
|
NH | 0.2 |
|
Anchor Bay Capital Inc
✚
|
CA | 0.2 |
|
AGP Franklin LLC
✚
|
TN | 0.2 |
|
Intervest Ltd
✚
|
MD | 0.2 |
|
Northern Edge Wealth Management LLC
✚
|
MI | 0.2 |
|
Value Investment Professionals LLC
✚
|
NY | 0.2 |
|
Julex Capital Management LLC
✚
|
MA | 0.2 |
|
Taconic Advisors Inc
✚
|
NY | 0.2 |
|
McKinney Capital Management LLC
✚
|
TX | 0.2 |