Investment adviser · CRD 324958
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
BINGHAM FARMS, MI, United States · Form ADV filed Jun 12, 2026
- Regulatory AUM
- $204M Form ADV · Item 5.F
- Client accounts
- 662 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 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 | 47 | $158,158,463 | 77.7% |
| Individuals | 125 | $45,378,688 | 22.3% |
Filing source
Form ADV 2113064 · Jun 12, 2026 · 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 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
30150 TELEGRAPH ROAD, SUITE 170BINGHAM FARMS, MI, 48025, United States
CRD 324958
Filing source
Form ADV 2113064 · Jun 12, 2026 · 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.