LIGHTHOUSE FINANCIAL ADVISORS, INC.
Legal name: LIGHTHOUSE WEALTH MANAGEMENT
CRD #118060 SEC #801-68468 NEW MARKET, MD 301-865-9740
SEC Registered
Total AUM
$461.9M
Discretionary
$461.9M
Employees
15
Clients
251
Accounts
2,508
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2021 | $461.9M | $461.9M | $0 | 15 | 0 |
| Mar 2021 | $461.9M | $461.9M | $0 | 15 | 0 |
| Jan 2021 | $334.3M | $334.3M | $0 | 15 | 515 |
| Sep 2020 | $334.3M | $334.3M | $0 | 15 | 515 |
| Aug 2020 | $334.3M | $334.3M | $0 | 15 | 515 |
| Jun 2020 | $334.3M | $334.3M | $0 | 15 | 515 |
| Feb 2020 | $334.3M | $334.3M | $0 | 15 | 515 |
| Oct 2019 | $302.7M | $299.7M | $2.9M | 12 | 527 |
| Feb 2019 | $302.7M | $299.7M | $2.9M | 12 | 527 |
| Aug 2018 | $313.2M | $309.5M | $3.7M | 11 | 435 |
| Feb 2018 | $313.2M | $309.5M | $3.7M | 11 | 435 |
| Jan 2018 | $313.2M | $309.5M | $3.7M | 11 | 435 |
| Jun 2017 | $255.2M | $251.8M | $3.4M | 11 | 970 |
| Feb 2017 | $255.2M | $251.8M | $3.4M | 11 | 970 |
| Oct 2016 | $213.3M | $209.7M | $3.6M | 11 | 970 |
| Aug 2016 | $213.3M | $209.7M | $3.6M | 11 | 970 |
| Feb 2016 | $213.3M | $209.7M | $3.6M | 11 | 970 |
| Oct 2015 | $223.5M | $220M | $3.5M | 11 | 970 |
| Oct 2015 | $223.5M | $220M | $3.5M | 11 | 970 |
| Jul 2015 | $223.5M | $220M | $3.5M | 11 | 970 |
| Jun 2015 | $223.5M | $220M | $3.5M | 11 | 970 |
| May 2015 | $223.5M | $220M | $3.5M | 11 | 970 |
| Apr 2015 | $223.5M | $220M | $3.5M | 11 | 970 |
| Feb 2015 | $223.5M | $220M | $3.5M | 11 | 970 |
| Dec 2014 | $201.2M | $190.7M | $10.5M | 11 | 444 |
| Dec 2014 | $201.2M | $190.7M | $10.5M | 11 | 444 |
| Jul 2014 | $201.2M | $190.7M | $10.5M | 11 | 444 |
| Jan 2014 | $201.2M | $190.7M | $10.5M | 11 | 444 |
| Oct 2013 | $168.9M | $105M | $63.9M | 5 | 411 |
| Oct 2013 | $168.9M | $105M | $63.9M | 5 | 411 |
| Jun 2013 | $168.9M | $105M | $63.9M | 5 | 411 |
| Mar 2013 | $168.9M | $105M | $63.9M | 5 | 411 |
| Nov 2012 | $130M | $74.8M | $55.2M | 5 | 400 |
| Oct 2012 | $130M | $74.8M | $55.2M | 1 | 400 |
| May 2012 | $130M | $74.8M | $55.2M | 1 | 400 |
| Apr 2012 | $130M | $74.8M | $55.2M | 1 | 400 |
| Feb 2012 | $130M | $74.8M | $55.2M | 1 | 400 |
| Jan 2010 | $41.6M | $40.8M | $771.1K | 5 | -- |
| Jan 2008 | $32.7M | $0 | $32.7M | 10 | -- |
| Oct 2007 | $31.6M | $0 | $31.6M | 10 | -- |
DateJun 2021
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$461.9M
Discretionary$461.9M
Non-Disc.$0
Employees15
Clients0
DateJan 2021
Total AUM$334.3M
Discretionary$334.3M
Non-Disc.$0
Employees15
Clients515
DateSep 2020
Total AUM$334.3M
Discretionary$334.3M
Non-Disc.$0
Employees15
Clients515
DateAug 2020
Total AUM$334.3M
Discretionary$334.3M
Non-Disc.$0
Employees15
Clients515
DateJun 2020
Total AUM$334.3M
Discretionary$334.3M
Non-Disc.$0
Employees15
Clients515
DateFeb 2020
Total AUM$334.3M
Discretionary$334.3M
Non-Disc.$0
Employees15
Clients515
DateOct 2019
Total AUM$302.7M
Discretionary$299.7M
Non-Disc.$2.9M
Employees12
Clients527
DateFeb 2019
Total AUM$302.7M
Discretionary$299.7M
Non-Disc.$2.9M
Employees12
Clients527
DateAug 2018
Total AUM$313.2M
Discretionary$309.5M
Non-Disc.$3.7M
Employees11
Clients435
DateFeb 2018
Total AUM$313.2M
Discretionary$309.5M
Non-Disc.$3.7M
Employees11
Clients435
DateJan 2018
Total AUM$313.2M
Discretionary$309.5M
Non-Disc.$3.7M
Employees11
Clients435
DateJun 2017
Total AUM$255.2M
Discretionary$251.8M
Non-Disc.$3.4M
Employees11
Clients970
DateFeb 2017
Total AUM$255.2M
Discretionary$251.8M
Non-Disc.$3.4M
Employees11
Clients970
DateOct 2016
Total AUM$213.3M
Discretionary$209.7M
Non-Disc.$3.6M
Employees11
Clients970
DateAug 2016
Total AUM$213.3M
Discretionary$209.7M
Non-Disc.$3.6M
Employees11
Clients970
DateFeb 2016
Total AUM$213.3M
Discretionary$209.7M
Non-Disc.$3.6M
Employees11
Clients970
DateOct 2015
Total AUM$223.5M
Discretionary$220M
Non-Disc.$3.5M
Employees11
Clients970
DateOct 2015
Total AUM$223.5M
Discretionary$220M
Non-Disc.$3.5M
Employees11
Clients970
DateJul 2015
Total AUM$223.5M
Discretionary$220M
Non-Disc.$3.5M
Employees11
Clients970
DateJun 2015
Total AUM$223.5M
Discretionary$220M
Non-Disc.$3.5M
Employees11
Clients970
DateMay 2015
Total AUM$223.5M
Discretionary$220M
Non-Disc.$3.5M
Employees11
Clients970
DateApr 2015
Total AUM$223.5M
Discretionary$220M
Non-Disc.$3.5M
Employees11
Clients970
DateFeb 2015
Total AUM$223.5M
Discretionary$220M
Non-Disc.$3.5M
Employees11
Clients970
DateDec 2014
Total AUM$201.2M
Discretionary$190.7M
Non-Disc.$10.5M
Employees11
Clients444
DateDec 2014
Total AUM$201.2M
Discretionary$190.7M
Non-Disc.$10.5M
Employees11
Clients444
DateJul 2014
Total AUM$201.2M
Discretionary$190.7M
Non-Disc.$10.5M
Employees11
Clients444
DateJan 2014
Total AUM$201.2M
Discretionary$190.7M
Non-Disc.$10.5M
Employees11
Clients444
DateOct 2013
Total AUM$168.9M
Discretionary$105M
Non-Disc.$63.9M
Employees5
Clients411
DateOct 2013
Total AUM$168.9M
Discretionary$105M
Non-Disc.$63.9M
Employees5
Clients411
DateJun 2013
Total AUM$168.9M
Discretionary$105M
Non-Disc.$63.9M
Employees5
Clients411
DateMar 2013
Total AUM$168.9M
Discretionary$105M
Non-Disc.$63.9M
Employees5
Clients411
DateNov 2012
Total AUM$130M
Discretionary$74.8M
Non-Disc.$55.2M
Employees5
Clients400
DateOct 2012
Total AUM$130M
Discretionary$74.8M
Non-Disc.$55.2M
Employees1
Clients400
DateMay 2012
Total AUM$130M
Discretionary$74.8M
Non-Disc.$55.2M
Employees1
Clients400
DateApr 2012
Total AUM$130M
Discretionary$74.8M
Non-Disc.$55.2M
Employees1
Clients400
DateFeb 2012
Total AUM$130M
Discretionary$74.8M
Non-Disc.$55.2M
Employees1
Clients400
DateJan 2010
Total AUM$41.6M
Discretionary$40.8M
Non-Disc.$771.1K
Employees5
Clients--
DateJan 2008
Total AUM$32.7M
Discretionary$0
Non-Disc.$32.7M
Employees10
Clients--
DateOct 2007
Total AUM$31.6M
Discretionary$0
Non-Disc.$31.6M
Employees10
Clients--