LIGHTHOUSE FINANCIAL LLC
Legal name: LIGHTHOUSE FINANCIAL
CRD #137277 SEC #801-128475 LARGO, FL 727-490-5797
SEC Registered
Total AUM
$604.6M
Discretionary
$173.3M
Employees
1
Clients
10
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $604.6M | $173.3M | $431.3M | 1 | 3 |
| Mar 2024 | $490.2M | $134.7M | $355.5M | 1 | 95 |
| Jul 2023 | $453M | $115.9M | $337.1M | 1 | 71 |
| Jun 2023 | $453M | $115.9M | $337.1M | 1 | 71 |
DateMar 2025
Total AUM$604.6M
Discretionary$173.3M
Non-Disc.$431.3M
Employees1
Clients3
DateMar 2024
Total AUM$490.2M
Discretionary$134.7M
Non-Disc.$355.5M
Employees1
Clients95
DateJul 2023
Total AUM$453M
Discretionary$115.9M
Non-Disc.$337.1M
Employees1
Clients71
DateJun 2023
Total AUM$453M
Discretionary$115.9M
Non-Disc.$337.1M
Employees1
Clients71