This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VitalGlacier +more
- Established Date
- 06-02-2011
- Office Locations
- 1
Office Locations
About Lighthouse Wealth Management, Inc.
Lighthouse Wealth Management is an independent, fee-only RIA providing financial planning and investment management, including tax planning and preparation. The firm serves retail and institutional clients, with entrepreneurs listed as a client focus, and portfolios that emphasize ETFs alongside mutual funds and fixed income. Client assets are custodied at Charles Schwab; leadership includes a CPA founder.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY DAVID EMMONS
Chief Compliance Officer, President
- CRD
- #6018949
- Ownership
- 25% but less than 50%
TIMOTHY JAMES ROWSEY
Chief Executive Officer, CPA, FOUNDER, Investment Advisor Representative
- CRD
- #4550735
- Ownership
- 25% but less than 50%
Alpha vertex
Signal pioneer
- CRD
- #97712
- Ownership
- 49.6%
Showing 2 of 4 owners & executives
Unlock allContacts
Katherine Elizabeth Brown
--
- CRD
- #8105466
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,561,229 | $296,952 |
| Non-Discretionary | $0 | -- |
| Total | $237,561,229 | $296,952 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $237,561,229
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $82,571,551 | 7.3% |
| Public Funds | $201,338,851 | 17.8% |
| Cash | $360,826,367 | 31.9% |
| Corporate - Investment Grade | $401,546,584 | 35.5% |
| U.S. Government/Agency | $84,833,785 | 7.5% |
| Total | $1,131,117,138 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE VITAL EAGLE | HORIZON PRIME | F441OT0MR | SSV | 4.25% | $96,057,926 |
| GLACIER SUMMIT BRIDGE | PATHWAY BRIDGE | B8UPJEHLI | IMA | 10.22% | $73,136,337 |
| UNISON PATHWAY UNISON | NORTH HORIZON | 4ECI0NTNS | INA | 6.32% | $18,960,075 |
| MATRIX UNISON | ZENITH OAK | 1FBLF4ZPJ | KAH | 1.49% | $38,239,304 |
| NORTH VECTOR | PEAK SUMMIT | Q3UIVR47Z | RESH | 1.54% | $45,390,706 |
| PATHWAY VERTEX | MATRIX QUANTUM | RLO15FEP3 | VEKD | 3.01% | $109,056,820 |
| MERIDIAN MATRIX RIDGE | ZENITH QUANTUM | ENEJY0NEG | UCQ | 9.77% | $109,659,744 |
| WAVE MERIDIAN ZENITH | BEACON BRIDGE | 5DKWLA56P | IVYO | 10.07% | $49,320,879 |