Overview
Assets Under Management: $313 million
Headquarters: NEW MARKET, MD
High-Net-Worth Clients: 73
Average Client Assets: $1.4 million
Frequently Asked Questions
LIGHTHOUSE WEALTH MANAGEMENT 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 #118060), LIGHTHOUSE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
LIGHTHOUSE WEALTH MANAGEMENT is headquartered in NEW MARKET, MD.
LIGHTHOUSE WEALTH MANAGEMENT serves 73 high-net-worth clients according to their SEC filing dated August 16, 2018. View client details ↓
According to their SEC Form ADV, LIGHTHOUSE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LIGHTHOUSE WEALTH MANAGEMENT manages $313 million in client assets according to their SEC filing dated August 16, 2018.
According to their SEC Form ADV, LIGHTHOUSE WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.14%
Average Client Assets: $1.4 million
Total Client Accounts: 1,841
Discretionary Accounts: 1,827
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 118060
Filing ID: 1234972
Last Filing Date: 2018-08-16 09:58:00