Overview
Assets Under Management: $131 million
Headquarters: BINGHAM FARMS, MI
High-Net-Worth Clients: 27
Average Client Assets: $4 million
Frequently Asked Questions
LIGHTSQUARE 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 #324958), LIGHTSQUARE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LIGHTSQUARE WEALTH MANAGEMENT, LLC is headquartered in BINGHAM FARMS, MI.
LIGHTSQUARE WEALTH MANAGEMENT, LLC serves 27 high-net-worth clients according to their SEC filing dated December 03, 2025. View client details ↓
According to their SEC Form ADV, LIGHTSQUARE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LIGHTSQUARE WEALTH MANAGEMENT, LLC manages $131 million in client assets according to their SEC filing dated December 03, 2025.
According to their SEC Form ADV, LIGHTSQUARE WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.03
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 249
Discretionary Accounts: 206
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 324958
Filing ID: 2030054
Last Filing Date: 2025-12-03 11:51:20
Website: 1