Overview
Assets Under Management: $285 million
Headquarters: PONTE VEDRA, FL
High-Net-Worth Clients: 48
Average Client Assets: $3.5 million
Frequently Asked Questions
LIGHTHOUSE RETIREMENT 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 #147403), LIGHTHOUSE RETIREMENT is subject to fiduciary duty under federal law.
LIGHTHOUSE RETIREMENT is headquartered in PONTE VEDRA, FL.
LIGHTHOUSE RETIREMENT serves 48 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, LIGHTHOUSE RETIREMENT offers financial planning and portfolio management for individuals. View all service details ↓
LIGHTHOUSE RETIREMENT manages $285 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, LIGHTHOUSE RETIREMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.47%
Average Client Assets: $3.5 million
Total Client Accounts: 496
Discretionary Accounts: 496
Regulatory Filings
CRD Number: 147403
Filing ID: 2060938
Last Filing Date: 2026-03-11 17:01:56