Investment adviser · CRD 118060
LIGHTHOUSE WEALTH MANAGEMENT
Investment adviser filing (IA)
LIGHTHOUSE FINANCIAL ADVISORS, INC.
NEW MARKET, MD, United States · Form ADV filed Jun 15, 2021
- Regulatory AUM
- $462M Form ADV · Item 5.F
- Client accounts
- 2,508 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 140 | $271,838,085 | 58.9% |
| Individuals | 474 | $190,024,857 | 41.1% |
Filing source
Form ADV 1547486 · Jun 15, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 15, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
164 WEST MAIN STREET, SUITE FNEW MARKET, MD, 21774, United States
CRD 118060
Filing source
Form ADV 1547486 · Jun 15, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.