Overview
Assets Under Management: $247 million
Headquarters: CAMP HILL, PA
High-Net-Worth Clients: 57
Average Client Assets: $3.9 million
Frequently Asked Questions
LIGHTHOUSE WEALTH 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 #307529), LIGHTHOUSE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LIGHTHOUSE WEALTH MANAGEMENT, LLC is headquartered in CAMP HILL, PA.
LIGHTHOUSE WEALTH MANAGEMENT, LLC serves 57 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, LIGHTHOUSE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LIGHTHOUSE WEALTH MANAGEMENT, LLC manages $247 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, LIGHTHOUSE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.97%
Average Client Assets: $3.9 million
Total Client Accounts: 347
Discretionary Accounts: 347
Regulatory Filings
CRD Number: 307529
Filing ID: 2079921
Last Filing Date: 2026-03-24 12:10:16