LIGHTHOUSE FINANCIAL ADVISORS, INC.
CRD #121496 SEC #801-78290 RED BANK, NJ (732) 747-6680
SEC Registered
Total AUM
$869.2M
Discretionary
$319.6M
Employees
9
Clients
251
Accounts
2,016
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $869.2M | $319.6M | $549.6M | 9 | 3 |
| Oct 2024 | $713.8M | $203.4M | $510.4M | 9 | 3 |
| Mar 2024 | $713.8M | $203.4M | $510.4M | 9 | 3 |
| Feb 2023 | $567.4M | $119.5M | $447.9M | 8 | 5 |
| Feb 2023 | $567.4M | $119.5M | $447.9M | 8 | 5 |
| Nov 2022 | $614.7M | $91.3M | $523.4M | 8 | 5 |
| Mar 2022 | $614.7M | $91.3M | $523.4M | 8 | 5 |
| Mar 2021 | $509.8M | $59M | $450.7M | 8 | 5 |
| Jan 2021 | $399.2M | $25.2M | $373.9M | 10 | 5 |
| Jun 2020 | $399.2M | $25.2M | $373.9M | 10 | 5 |
| Mar 2020 | $399.2M | $25.2M | $373.9M | 10 | 5 |
| Mar 2019 | $312.7M | $7.9M | $304.8M | 10 | 5 |
| Oct 2018 | $310.4M | $2.7M | $307.6M | 9 | 10 |
| Feb 2018 | $310.4M | $2.7M | $307.6M | 9 | 10 |
| Mar 2017 | $244.4M | $2.3M | $242.2M | 7 | 200 |
| Oct 2016 | $231.7M | $528K | $231.2M | 7 | 225 |
| Mar 2016 | $231.7M | $528K | $231.2M | 7 | 225 |
| Oct 2015 | $227.3M | $1.2M | $226.2M | 6 | 215 |
| Feb 2015 | $227.3M | $1.2M | $226.2M | 6 | 215 |
| Oct 2014 | $211.3M | $632.3K | $210.7M | 5 | 210 |
| Jul 2014 | $211.3M | $632.3K | $210.7M | 5 | 210 |
| Mar 2014 | $297.7M | $594.2K | $297.1M | 9 | 300 |
| Mar 2014 | $297.7M | $594.2K | $297.1M | 9 | 300 |
| Feb 2014 | $261.4M | $0 | $261.4M | 8 | 200 |
| Jun 2013 | $261.4M | $0 | $261.4M | 8 | 200 |
DateMar 2025
Total AUM$869.2M
Discretionary$319.6M
Non-Disc.$549.6M
Employees9
Clients3
DateOct 2024
Total AUM$713.8M
Discretionary$203.4M
Non-Disc.$510.4M
Employees9
Clients3
DateMar 2024
Total AUM$713.8M
Discretionary$203.4M
Non-Disc.$510.4M
Employees9
Clients3
DateFeb 2023
Total AUM$567.4M
Discretionary$119.5M
Non-Disc.$447.9M
Employees8
Clients5
DateFeb 2023
Total AUM$567.4M
Discretionary$119.5M
Non-Disc.$447.9M
Employees8
Clients5
DateNov 2022
Total AUM$614.7M
Discretionary$91.3M
Non-Disc.$523.4M
Employees8
Clients5
DateMar 2022
Total AUM$614.7M
Discretionary$91.3M
Non-Disc.$523.4M
Employees8
Clients5
DateMar 2021
Total AUM$509.8M
Discretionary$59M
Non-Disc.$450.7M
Employees8
Clients5
DateJan 2021
Total AUM$399.2M
Discretionary$25.2M
Non-Disc.$373.9M
Employees10
Clients5
DateJun 2020
Total AUM$399.2M
Discretionary$25.2M
Non-Disc.$373.9M
Employees10
Clients5
DateMar 2020
Total AUM$399.2M
Discretionary$25.2M
Non-Disc.$373.9M
Employees10
Clients5
DateMar 2019
Total AUM$312.7M
Discretionary$7.9M
Non-Disc.$304.8M
Employees10
Clients5
DateOct 2018
Total AUM$310.4M
Discretionary$2.7M
Non-Disc.$307.6M
Employees9
Clients10
DateFeb 2018
Total AUM$310.4M
Discretionary$2.7M
Non-Disc.$307.6M
Employees9
Clients10
DateMar 2017
Total AUM$244.4M
Discretionary$2.3M
Non-Disc.$242.2M
Employees7
Clients200
DateOct 2016
Total AUM$231.7M
Discretionary$528K
Non-Disc.$231.2M
Employees7
Clients225
DateMar 2016
Total AUM$231.7M
Discretionary$528K
Non-Disc.$231.2M
Employees7
Clients225
DateOct 2015
Total AUM$227.3M
Discretionary$1.2M
Non-Disc.$226.2M
Employees6
Clients215
DateFeb 2015
Total AUM$227.3M
Discretionary$1.2M
Non-Disc.$226.2M
Employees6
Clients215
DateOct 2014
Total AUM$211.3M
Discretionary$632.3K
Non-Disc.$210.7M
Employees5
Clients210
DateJul 2014
Total AUM$211.3M
Discretionary$632.3K
Non-Disc.$210.7M
Employees5
Clients210
DateMar 2014
Total AUM$297.7M
Discretionary$594.2K
Non-Disc.$297.1M
Employees9
Clients300
DateMar 2014
Total AUM$297.7M
Discretionary$594.2K
Non-Disc.$297.1M
Employees9
Clients300
DateFeb 2014
Total AUM$261.4M
Discretionary$0
Non-Disc.$261.4M
Employees8
Clients200
DateJun 2013
Total AUM$261.4M
Discretionary$0
Non-Disc.$261.4M
Employees8
Clients200