LIGHTHOUSE WEALTH MANAGEMENT, LLC
CRD #307529 SEC #801-127104 CAMP HILL, PA 717-346-6333
SEC Registered
Total AUM
$199.7M
Discretionary
$199.7M
Employees
2
Clients
10
Accounts
293
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LIGHT, TEANCUM, DONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIGHT, TEANCUM, DONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIGHT, TEANCUM, DONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN PLUS, INC | DE | OWNER - PASSIVE | D | Control |
| BROWN PLUS, INC | DE | OWNER - PASSIVE | D | Control |
| BROWN SCHULTZ SHERIDAN AND FRITZ, INC | DE | OWNER - PASSIVE | D | Control |
| LIGHTHOUSE WEALTH MANAGEMENT SERVICES, INC | DE | OWNER | B | Control |
| LIGHTHOUSE WEALTH MANAGEMENT SERVICES, INC | DE | OWNER | B | Control |
| LIGHTHOUSE WEALTH MANAGEMENT SERVICES, INC | DE | OWNER | B | Control |
| VICI FINANCIAL ADVISORS, LLC | DE | OWNER | B | Control |
| VICI FINANCIAL ADVISORS, LLC | DE | OWNER | B | Control |
| VICI FINANCIAL ADVISORS, LLC | DE | OWNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ADAMS, JAMES, KENNETH | I | VICI FINANCIAL ADVISORS, LLC | E | Control |
| ADAMS, JAMES, KENNETH | I | VICI FINANCIAL ADVISORS, LLC | E | Control |
| LIGHT, TEANCUM, DONALD | I | LIGHTHOUSE WEALTH MANAGEMENT SERVICES, INC | E | Control |
| LIGHT, TEANCUM, DONALD | I | LIGHTHOUSE WEALTH MANAGEMENT SERVICES, INC | E | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (2)
MD PA
Address
210 GRANDVIEW AVENUECAMP HILL, PA 17011
United States
Phone: 717-346-6333