LIGHTHOUSE WEALTH STRATEGIES, LLC
CRD #299334 SEC #801-114372 GIG HARBOR, WA 253-948-3725
SEC Registered Disclosures
Total AUM
$713.5M
Discretionary
$713.5M
Employees
11
Clients
101
Accounts
2,034
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $713.5M | $713.5M | $0 | 11 | 608 |
| Jul 2025 | $713.5M | $713.5M | $0 | 11 | 608 |
| Jul 2025 | $713.5M | $713.5M | $0 | 11 | 608 |
| Jun 2025 | $713.5M | $713.5M | $0 | 11 | 608 |
| Apr 2025 | $713.5M | $713.5M | $0 | 11 | 608 |
| Mar 2025 | $713.5M | $713.5M | $0 | 11 | 608 |
| Oct 2024 | $636.6M | $636.6M | $0 | 11 | 608 |
| Aug 2024 | $636.6M | $636.6M | $0 | 11 | 608 |
| Mar 2024 | $636.6M | $636.6M | $0 | 11 | 608 |
| Mar 2024 | $455.4M | $455.4M | $0 | 8 | 139 |
| Dec 2023 | $455.4M | $455.4M | $0 | 8 | 139 |
| Dec 2023 | $455.4M | $455.4M | $0 | 8 | 139 |
| Jun 2023 | $455.4M | $455.4M | $0 | 8 | 139 |
| Mar 2023 | $455.4M | $455.4M | $0 | 8 | 139 |
| Oct 2022 | $320.3M | $320.3M | $0 | 8 | 139 |
| Sep 2022 | $320.3M | $320.3M | $0 | 8 | 139 |
| Aug 2022 | $320.3M | $320.3M | $0 | 8 | 139 |
| Aug 2022 | $320.3M | $320.3M | $0 | 8 | 139 |
| Mar 2022 | $320.3M | $320.3M | $0 | 8 | 139 |
| Mar 2021 | $245.8M | $245.8M | $0 | 8 | 139 |
| Jun 2020 | $184M | $184M | $0 | 8 | 139 |
| Mar 2020 | $184M | $184M | $0 | 8 | 139 |
| Jan 2020 | $127.8M | $127.8M | $0 | 8 | 139 |
| Jan 2020 | $127.8M | $127.8M | $0 | 8 | 139 |
| Mar 2019 | $127.8M | $127.8M | $0 | 8 | 139 |
| Dec 2018 | $0 | $0 | $0 | 7 | 0 |
| Nov 2018 | $0 | $0 | $0 | 7 | 0 |
DateOct 2025
Total AUM$713.5M
Discretionary$713.5M
Non-Disc.$0
Employees11
Clients608
DateJul 2025
Total AUM$713.5M
Discretionary$713.5M
Non-Disc.$0
Employees11
Clients608
DateJul 2025
Total AUM$713.5M
Discretionary$713.5M
Non-Disc.$0
Employees11
Clients608
DateJun 2025
Total AUM$713.5M
Discretionary$713.5M
Non-Disc.$0
Employees11
Clients608
DateApr 2025
Total AUM$713.5M
Discretionary$713.5M
Non-Disc.$0
Employees11
Clients608
DateMar 2025
Total AUM$713.5M
Discretionary$713.5M
Non-Disc.$0
Employees11
Clients608
DateOct 2024
Total AUM$636.6M
Discretionary$636.6M
Non-Disc.$0
Employees11
Clients608
DateAug 2024
Total AUM$636.6M
Discretionary$636.6M
Non-Disc.$0
Employees11
Clients608
DateMar 2024
Total AUM$636.6M
Discretionary$636.6M
Non-Disc.$0
Employees11
Clients608
DateMar 2024
Total AUM$455.4M
Discretionary$455.4M
Non-Disc.$0
Employees8
Clients139
DateDec 2023
Total AUM$455.4M
Discretionary$455.4M
Non-Disc.$0
Employees8
Clients139
DateDec 2023
Total AUM$455.4M
Discretionary$455.4M
Non-Disc.$0
Employees8
Clients139
DateJun 2023
Total AUM$455.4M
Discretionary$455.4M
Non-Disc.$0
Employees8
Clients139
DateMar 2023
Total AUM$455.4M
Discretionary$455.4M
Non-Disc.$0
Employees8
Clients139
DateOct 2022
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees8
Clients139
DateSep 2022
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees8
Clients139
DateAug 2022
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees8
Clients139
DateAug 2022
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees8
Clients139
DateMar 2022
Total AUM$320.3M
Discretionary$320.3M
Non-Disc.$0
Employees8
Clients139
DateMar 2021
Total AUM$245.8M
Discretionary$245.8M
Non-Disc.$0
Employees8
Clients139
DateJun 2020
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees8
Clients139
DateMar 2020
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees8
Clients139
DateJan 2020
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees8
Clients139
DateJan 2020
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees8
Clients139
DateMar 2019
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees8
Clients139
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0