LIGHTHOUSE FINANCIAL SERVICES INC
CRD #110367 SEC #801-55848 BREA, CA 714-572-8900
SEC Registered
Total AUM
$429.8M
Discretionary
$429.8M
Employees
7
Clients
26
Accounts
454
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $429.8M | $429.8M | $0 | 7 | 0 |
| Jan 2025 | $429.8M | $429.8M | $0 | 7 | 0 |
| Jan 2024 | $387.3M | $387.3M | $0 | 7 | 0 |
| Jan 2024 | $353.1M | $353M | $177K | 7 | 0 |
| Feb 2023 | $353.1M | $353M | $177K | 8 | 0 |
| Feb 2022 | $424.1M | $424.1M | $0 | 9 | 0 |
| Jan 2022 | $347.2M | $347.2M | $0 | 9 | 4 |
| Jul 2021 | $347.2M | $347.2M | $0 | 10 | 4 |
| Jun 2021 | $347.2M | $347.2M | $0 | 10 | 4 |
| Apr 2021 | $347.2M | $347.2M | $0 | 10 | 4 |
| Mar 2021 | $347.2M | $347.2M | $0 | 9 | 4 |
| Mar 2021 | $347.2M | $347.2M | $0 | 9 | 4 |
| Jan 2021 | $347.2M | $347.2M | $0 | 9 | 4 |
| Dec 2020 | $307.8M | $307.8M | $0 | 9 | 20 |
| Nov 2020 | $307.8M | $307.8M | $0 | 9 | 20 |
| Sep 2020 | $307.8M | $307.8M | $0 | 9 | 20 |
| Aug 2020 | $307.8M | $307.8M | $0 | 10 | 20 |
| May 2020 | $307.8M | $307.8M | $0 | 10 | 20 |
| May 2020 | $307.8M | $307.8M | $0 | 10 | 20 |
| Apr 2020 | $307.8M | $307.8M | $0 | 10 | 20 |
| Mar 2020 | $307.8M | $307.8M | $0 | 7 | 20 |
| Feb 2020 | $307.8M | $307.8M | $0 | 9 | 20 |
| Oct 2019 | $248.9M | $247.5M | $1.5M | 9 | 15 |
| Mar 2019 | $248.9M | $247.5M | $1.5M | 9 | 15 |
| Apr 2018 | $253.6M | $251.8M | $1.8M | 8 | 20 |
| Apr 2018 | $253.6M | $251.8M | $1.8M | 8 | 20 |
| Mar 2018 | $253.6M | $251.8M | $1.8M | 8 | 20 |
| Feb 2017 | $226.5M | $226.5M | $0 | 8 | 300 |
| Jan 2017 | $226.5M | $226.5M | $0 | 8 | 300 |
| Aug 2016 | $216.4M | $216.4M | $0 | 8 | 300 |
| Jul 2016 | $216.4M | $216.4M | $0 | 8 | 300 |
| Jun 2016 | $216.4M | $216.4M | $0 | 8 | 300 |
| Mar 2016 | $216.4M | $216.4M | $0 | 8 | 300 |
| Feb 2015 | $217.1M | $217.1M | $0 | 8 | 300 |
| Nov 2014 | $168.6M | $168.6M | $0 | 8 | 300 |
| Jul 2014 | $168.6M | $168.6M | $0 | 8 | 300 |
| Apr 2014 | $168.6M | $168.6M | $0 | 8 | 300 |
| Mar 2014 | $168.6M | $168.6M | $0 | 8 | 300 |
| Jul 2013 | $108.8M | $108.8M | $0 | 4 | 200 |
| Jul 2013 | $108.8M | $108.8M | $0 | 4 | 200 |
| Apr 2013 | $108.8M | $108.8M | $0 | 4 | 200 |
| May 2012 | $90.3M | $90.3M | $0 | 6 | 200 |
| Apr 2012 | $90.3M | $90.3M | $0 | 6 | 200 |
| Aug 2010 | $48.1M | $48.1M | $0 | 10 | -- |
| Apr 2010 | $48.1M | $48.1M | $0 | 10 | -- |
| Apr 2009 | $49.9M | $49.9M | $0 | 5 | -- |
| Feb 2007 | $58.2M | $58.2M | $0 | 5 | -- |
| Mar 2006 | $50.2M | $49.9M | $339.3K | 5 | -- |
| Oct 2005 | $41.1M | $39.3M | $1.8M | 5 | -- |
| Apr 2004 | $37.7M | $36.1M | $1.6M | 5 | -- |
| Mar 2002 | $32.6M | $31.7M | $907K | 5 | -- |
| Jul 2001 | $36.6M | $36.6M | $0 | 5 | -- |
DateJul 2025
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$353.1M
Discretionary$353M
Non-Disc.$177K
Employees7
Clients0
DateFeb 2023
Total AUM$353.1M
Discretionary$353M
Non-Disc.$177K
Employees8
Clients0
DateFeb 2022
Total AUM$424.1M
Discretionary$424.1M
Non-Disc.$0
Employees9
Clients0
DateJan 2022
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees9
Clients4
DateJul 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees10
Clients4
DateJun 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees10
Clients4
DateApr 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees10
Clients4
DateMar 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees9
Clients4
DateMar 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees9
Clients4
DateJan 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees9
Clients4
DateDec 2020
Total AUM$307.8M
Discretionary$307.8M
Non-Disc.$0
Employees9
Clients20
DateNov 2020
Total AUM$307.8M
Discretionary$307.8M
Non-Disc.$0
Employees9
Clients20
DateSep 2020
Total AUM$307.8M
Discretionary$307.8M
Non-Disc.$0
Employees9
Clients20
DateAug 2020
Total AUM$307.8M
Discretionary$307.8M
Non-Disc.$0
Employees10
Clients20
DateMay 2020
Total AUM$307.8M
Discretionary$307.8M
Non-Disc.$0
Employees10
Clients20
DateMay 2020
Total AUM$307.8M
Discretionary$307.8M
Non-Disc.$0
Employees10
Clients20
DateApr 2020
Total AUM$307.8M
Discretionary$307.8M
Non-Disc.$0
Employees10
Clients20
DateMar 2020
Total AUM$307.8M
Discretionary$307.8M
Non-Disc.$0
Employees7
Clients20
DateFeb 2020
Total AUM$307.8M
Discretionary$307.8M
Non-Disc.$0
Employees9
Clients20
DateOct 2019
Total AUM$248.9M
Discretionary$247.5M
Non-Disc.$1.5M
Employees9
Clients15
DateMar 2019
Total AUM$248.9M
Discretionary$247.5M
Non-Disc.$1.5M
Employees9
Clients15
DateApr 2018
Total AUM$253.6M
Discretionary$251.8M
Non-Disc.$1.8M
Employees8
Clients20
DateApr 2018
Total AUM$253.6M
Discretionary$251.8M
Non-Disc.$1.8M
Employees8
Clients20
DateMar 2018
Total AUM$253.6M
Discretionary$251.8M
Non-Disc.$1.8M
Employees8
Clients20
DateFeb 2017
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees8
Clients300
DateJan 2017
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees8
Clients300
DateAug 2016
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees8
Clients300
DateJul 2016
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees8
Clients300
DateJun 2016
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees8
Clients300
DateMar 2016
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees8
Clients300
DateFeb 2015
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees8
Clients300
DateNov 2014
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees8
Clients300
DateJul 2014
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees8
Clients300
DateApr 2014
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees8
Clients300
DateMar 2014
Total AUM$168.6M
Discretionary$168.6M
Non-Disc.$0
Employees8
Clients300
DateJul 2013
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees4
Clients200
DateJul 2013
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees4
Clients200
DateApr 2013
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees4
Clients200
DateMay 2012
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees6
Clients200
DateAug 2010
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$50.2M
Discretionary$49.9M
Non-Disc.$339.3K
Employees5
Clients--
DateOct 2005
Total AUM$41.1M
Discretionary$39.3M
Non-Disc.$1.8M
Employees5
Clients--
DateApr 2004
Total AUM$37.7M
Discretionary$36.1M
Non-Disc.$1.6M
Employees5
Clients--
DateMar 2002
Total AUM$32.6M
Discretionary$31.7M
Non-Disc.$907K
Employees5
Clients--
DateJul 2001
Total AUM$36.6M
Discretionary$36.6M
Non-Disc.$0
Employees5
Clients--