LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
CRD #127748 SEC #801-110214 WESTERLY, RI 401-596-3392
SEC Registered
Total AUM
$184.1M
Discretionary
$184.1M
Employees
8
Clients
101
Accounts
448
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $184.1M | $184.1M | $0 | 8 | 0 |
| Nov 2024 | $171.1M | $170.7M | $398.5K | 3 | 0 |
| Feb 2024 | $171.1M | $170.7M | $398.5K | 3 | 0 |
| Jan 2024 | $158.1M | $157.7M | $406.6K | 3 | 0 |
| Nov 2023 | $158.1M | $157.7M | $406.6K | 4 | 0 |
| Jun 2023 | $158.1M | $157.7M | $406.6K | 4 | 0 |
| Mar 2023 | $158.1M | $157.7M | $406.6K | 3 | 0 |
| Feb 2022 | $176.9M | $176.9M | $0 | 3 | 0 |
| Nov 2021 | $149.3M | $148.9M | $363.6K | 3 | 0 |
| Apr 2021 | $149.3M | $148.9M | $363.6K | 3 | 0 |
| Feb 2021 | $149.3M | $148.9M | $363.6K | 3 | 0 |
| Jun 2020 | $136.1M | $135.5M | $598.6K | 6 | 0 |
| Feb 2020 | $136.1M | $135.5M | $598.6K | 6 | 0 |
| Feb 2020 | $136.1M | $135.5M | $598.6K | 6 | 0 |
| Jan 2020 | $136.1M | $135.5M | $598.6K | 6 | 0 |
| May 2019 | $118.7M | $118.2M | $490.1K | 5 | 0 |
| Feb 2019 | $118.7M | $118.2M | $490.1K | 5 | 0 |
| Sep 2018 | $125.3M | $124.8M | $493.2K | 4 | 0 |
| Apr 2018 | $125.3M | $124.8M | $493.2K | 4 | 0 |
| Mar 2018 | $125.3M | $124.8M | $493.2K | 6 | 0 |
| Mar 2017 | $111.6M | $111.6M | $0 | 6 | 110 |
| Jun 2012 | $61.3M | $61.3M | $0 | 1 | 26 |
| May 2012 | $61.3M | $61.3M | $0 | 1 | 26 |
| May 2012 | $61.3M | $61.3M | $0 | 1 | 26 |
| Mar 2012 | $61.3M | $61.3M | $0 | 1 | 26 |
| Apr 2011 | $59.9M | $59.9M | $0 | 5 | -- |
| Apr 2011 | $59.9M | $59.9M | $0 | 5 | -- |
| Mar 2009 | $40.1M | $40.1M | $0 | 5 | -- |
| Nov 2007 | $32.1M | $32.1M | $0 | 5 | -- |
DateFeb 2025
Total AUM$184.1M
Discretionary$184.1M
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$171.1M
Discretionary$170.7M
Non-Disc.$398.5K
Employees3
Clients0
DateFeb 2024
Total AUM$171.1M
Discretionary$170.7M
Non-Disc.$398.5K
Employees3
Clients0
DateJan 2024
Total AUM$158.1M
Discretionary$157.7M
Non-Disc.$406.6K
Employees3
Clients0
DateNov 2023
Total AUM$158.1M
Discretionary$157.7M
Non-Disc.$406.6K
Employees4
Clients0
DateJun 2023
Total AUM$158.1M
Discretionary$157.7M
Non-Disc.$406.6K
Employees4
Clients0
DateMar 2023
Total AUM$158.1M
Discretionary$157.7M
Non-Disc.$406.6K
Employees3
Clients0
DateFeb 2022
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$149.3M
Discretionary$148.9M
Non-Disc.$363.6K
Employees3
Clients0
DateApr 2021
Total AUM$149.3M
Discretionary$148.9M
Non-Disc.$363.6K
Employees3
Clients0
DateFeb 2021
Total AUM$149.3M
Discretionary$148.9M
Non-Disc.$363.6K
Employees3
Clients0
DateJun 2020
Total AUM$136.1M
Discretionary$135.5M
Non-Disc.$598.6K
Employees6
Clients0
DateFeb 2020
Total AUM$136.1M
Discretionary$135.5M
Non-Disc.$598.6K
Employees6
Clients0
DateFeb 2020
Total AUM$136.1M
Discretionary$135.5M
Non-Disc.$598.6K
Employees6
Clients0
DateJan 2020
Total AUM$136.1M
Discretionary$135.5M
Non-Disc.$598.6K
Employees6
Clients0
DateMay 2019
Total AUM$118.7M
Discretionary$118.2M
Non-Disc.$490.1K
Employees5
Clients0
DateFeb 2019
Total AUM$118.7M
Discretionary$118.2M
Non-Disc.$490.1K
Employees5
Clients0
DateSep 2018
Total AUM$125.3M
Discretionary$124.8M
Non-Disc.$493.2K
Employees4
Clients0
DateApr 2018
Total AUM$125.3M
Discretionary$124.8M
Non-Disc.$493.2K
Employees4
Clients0
DateMar 2018
Total AUM$125.3M
Discretionary$124.8M
Non-Disc.$493.2K
Employees6
Clients0
DateMar 2017
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees6
Clients110
DateJun 2012
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$59.9M
Discretionary$59.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$59.9M
Discretionary$59.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees5
Clients--