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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOTOVICH, STEVEN, ANTHONY | I | PRESIDENT AND CCO | E | Control |
| WOTOVICH, STEVEN, ANTHONY | I | PRESIDENT AND CCO | E | Control |
| WOTOVICH, STEVEN, ANTHONY | I | PRESIDENT AND CCO | E | Control |
| WOTOVICH, STEVEN, ANTHONY | I | PRESIDENT AND CCO | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (6)
CA FL GA NC NY WA
Address
1679 INDIAN ROCKS RD SLARGO, FL 33774-1026
United States
Phone: 727-490-5797