Lighthouse Wealth Strategies, LLC is a large advisory firm based in Gig Harbor. It manages $127.82 million of regulatory assets for 347 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Texas and Washington.
Lighthouse Wealth Strategies provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lighthouse Wealth Strategies, LLC is $127.82 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lighthouse Wealth Strategies, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Lighthouse Wealth Strategies is high net worth individuals with 46 clients and $105.62 million of assets under management. Among the 11 most similar advisory firms, Lighthouse Wealth Strategies has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $127.82 million for 139 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lighthouse Wealth Strategies doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lighthouse Wealth Strategies, LLC performs its advisory services is located at 3312 Rosedale St Nw, Gig Harbor, WA 98335, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 253-948-3725 or by fax 253-313-5828. The normal business hours are 8:00 am - 4:00 pm monday - thursday and 8:00am - 3:00pm on friday on Monday - Friday. You can find more information about the New York firm at lighthousegigharbor.com.