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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2023
- 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 |
|---|---|---|---|---|
| BRACKETT, KENNETH, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRACKETT, KENNETH, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRACKETT, KENNETH, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRACKETT, KENNETH, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRACKETT, KENNETH, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRACKETT, KENNETH, PAUL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| Brackett, Jule | I | MEMBER | D | |
| Brackett, Jule | I | MEMBER | D | |
| Brackett, Jule | I | MEMBER | D | |
| Brackett, Jule | I | MEMBER | D | |
| Brackett, Jule | I | MEMBER | D | |
| Brackett, Jule | I | MEMBER | D |
Registrations
Federal
IA
Dec 5, 2023 REGISTERED
Notice Filings (5)
DE FL MI PA TX
Address
501 SILVERSIDE ROAD, STE 117WILMINGTON, DE 19809
United States
Phone: 302-351-5660