LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC
Legal name: LIGHTHOUSE FINANCIAL
CRD #142481 SEC #801-122261 WILMINGTON, DE 302-351-5660
SEC Registered
Total AUM
$100.6M
Discretionary
$100.6M
Employees
4
Clients
1
Accounts
402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2023 | $100.6M | $100.6M | $0 | 4 | 0 |
| Nov 2022 | $100.6M | $100.6M | $0 | 4 | 0 |
| Dec 2021 | $107.1M | $107.1M | $0 | 4 | 0 |
| Sep 2021 | $106.4M | $106.4M | $0 | 4 | 1 |
| Aug 2021 | $106.4M | $106.4M | $0 | 4 | 1 |
DateDec 2023
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees4
Clients1
DateAug 2021
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees4
Clients1