$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
18 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Catalyst pioneer
- Established Date
- 04-18-2008
- Office Locations
- 1
Office Locations
2913 Harrington Avenue Bronx NY
About Lighthouse Wealth Management, LLC
Lighthouse Wealth Management, LLC is a fully digital, virtual investment advisor focused on helping retail clients—including entrepreneurs—get finances in order and navigate economic uncertainty. The firm provides financial planning with tax, estate, insurance, and risk management support, and primarily implements portfolios using ETFs alongside U.S. government/agency bonds.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$195.7K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Ember capital Value peak Vertex North vertex
Client Personas
Peak
Custodian
Value beacon
Investment Themes
Optima
Services
Atlas capital Crest Alpha delta Oak insight
Technology
Ember meridian
Owner & Executives
R
RICHARD STEPHEN ESPOSITO
Managing Member
- CRD
- #1678014
- Ownership
- 75% or more
(562) 594-5592
unison.zenith@wavecapital.com
in linkedin.com/in/legacy-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
Equity - Exchange:
38.8% U.S. Government/Agency:
26.3% Cash:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,057,676,122 | 38.8% |
| U.S. Government/Agency | $2,072,600,052 | 26.3% |
| Cash | $2,750,332,388 | 34.9% |
| Total | $7,880,608,562 | 100.0% |