LIGHTHOUSE WEALTH MANAGEMENT, INC.
CRD #157925 SEC #801-117825 ASHLAND, OH 419-496-0016
SEC Registered
Total AUM
$199.9M
Discretionary
$199.9M
Employees
5
Clients
26
Accounts
373
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $199.9M | $199.9M | $0 | 5 | 0 |
| Feb 2024 | $170.4M | $170.4M | $0 | 5 | 0 |
| Feb 2023 | $152.8M | $152.8M | $0 | 5 | 0 |
| Aug 2022 | $175.1M | $175.1M | $0 | 5 | 0 |
| Feb 2022 | $175.1M | $175.1M | $0 | 5 | 0 |
| Jan 2022 | $175.1M | $175.1M | $0 | 5 | 0 |
| Feb 2021 | $138.3M | $138.3M | $0 | 5 | 0 |
| Jun 2020 | $106.4M | $106.4M | $0 | 5 | 0 |
| Jan 2020 | $110.3M | $110.3M | $0 | 5 | 0 |
| Dec 2019 | $107.7M | $107.7M | $0 | 5 | 0 |
| Nov 2019 | $107.7M | $107.7M | $0 | 5 | 0 |
DateFeb 2025
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees5
Clients0