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| Lighthouse Wealth Strategies LLC
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| |
|---|---|
| CRD # | 299334 |
| SEC # | 801-114372 |
| CIK # | |
| AUM | $636.6 MM (2024-08-09) |
| Employees | 11 (100% Investors, 9% Brokers) |
| Phone | 253-948-3725 |
| Address | 3312 Rosedale St Gig Harbor, WA 98335 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,369 | 262.5 |
| (b) Individuals (high net worth individuals) | 456 | 374.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,825 | 636.6 |
| By Discretionary | ||
| Discretionary | 1,825 | 636.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,825 | 636.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 635.0 | |
| Total | 1,825 | 636.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MARS Jewett Financial Group Inc
✚
|
WA | 0.6 |
|
Jeppson Wealth Management LLC
✚
|
CA | 0.6 |
|
Greylin Investment Management Inc
✚
|
VA | 0.6 |
|
93 Financial Group LLC
✚
|
MA | 0.6 |
|
The Advocate Group LLC
✚
|
MN | 0.6 |
|
SSA Swiss Advisors AG
✚
|
0.6 | |
|
Delta Investment Management LLC
✚
|
CA | 0.6 |
|
Warner Financial Inc
✚
|
MD | 0.6 |
|
Legacy Edge Advisors LLC
✚
|
NY | 0.6 |
|
Unique Wealth LLC
✚
|
FL | 0.6 |