Overview
Assets Under Management: $238 million
Headquarters: ASHLAND, OH
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
LIGHTHOUSE WEALTH MANAGEMENT, INC. 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 #157925), LIGHTHOUSE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
LIGHTHOUSE WEALTH MANAGEMENT, INC. is headquartered in ASHLAND, OH.
LIGHTHOUSE WEALTH MANAGEMENT, INC. serves 50 high-net-worth clients according to their SEC filing dated January 26, 2026. View client details ↓
According to their SEC Form ADV, LIGHTHOUSE WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
LIGHTHOUSE WEALTH MANAGEMENT, INC. manages $238 million in client assets according to their SEC filing dated January 26, 2026.
According to their SEC Form ADV, LIGHTHOUSE WEALTH MANAGEMENT, INC. 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: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 800
Discretionary Accounts: 800
Regulatory Filings
CRD Number: 157925
Filing ID: 2040859
Last Filing Date: 2026-01-26 10:18:44