CRD: 307529
Lighthouse Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-29-2021
- Office Locations
- 1
Office Locations
About Lighthouse Wealth Management, LLC
Lighthouse Wealth Management is a fee-only, fiduciary RIA providing comprehensive financial planning and investment management for individuals, families, and business owners. The firm takes a holistic approach to asset allocation that considers held-away accounts, and offers specialized tax and estate planning supported by its relationship with Brown Plus, an accounting and advisory firm serving Pennsylvania and Maryland.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
TEANCUM DONALD LIGHT
Chief Compliance Officer, President
- CRD
- #6845725
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JAMES KENNETH ADAMS III
Chief Investment Officer
- CRD
- #5971737
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,761,584 | $711,128 |
| Non-Discretionary | $0 | -- |
| Total | $246,761,584 | $711,128 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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