Overview
Assets Under Management: $184 million
Headquarters: WESTERLY, RI
High-Net-Worth Clients: 68
Average Client Assets: $2 million
Frequently Asked Questions
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127748), LIGHTHOUSE FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC is headquartered in WESTERLY, RI.
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC serves 68 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, LIGHTHOUSE FINANCIAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC manages $184 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, LIGHTHOUSE FINANCIAL MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 448
Discretionary Accounts: 448
Regulatory Filings
CRD Number: 127748
Last Filing Date: 2025-02-26 00:00:00
Website: https://lighthousefm.com