CRD: 306258
Lighthouse Advisory Services, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-15-2019
- Office Locations
- 1
Office Locations
About Lighthouse Advisory Services, Inc.
Lighthouse Advisory Services, Inc. is a client-centered advisory firm in Poway, CA focused on long-term relationships and tailored financial planning through life transitions. The firm builds portfolios around clients’ goals and risk tolerance, using asset allocation and risk management with ETFs and mutual funds, including socially responsible options. Custody is through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 60 clients, or 60 clients per representative. That equates to $159.6K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Lighthouse Advisory Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HUGO LOPEZ
Advisor, Chief Compliance Officer, President
- CRD
- #5649058
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,577,736 | -- |
| Total | $9,577,736 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lighthouse Advisory Services, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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