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Lighthouse Wealth Strategies, LLC

Lighthouse Wealth Strategies, LLC. CRD 299334

Lighthouse Wealth Strategies, LLC logo

CRD: 299334

Lighthouse Wealth Strategies, LLC

GIG Harbor, WA, 98335
2539483725
www.lighthousegigharbor.com
$844.4M Total AUM
$844.4M Disc. AUM
32.8% 3Y CAGR
13 Employees
1,474 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
12-03-2018
Office Locations
2

Office Locations

3312 Rosedale Street NW Suite 201 GIG Harbor WA
-- Livingston MT

About Lighthouse Wealth Strategies, LLC

Lighthouse Wealth Strategies is an independent RIA focused on helping clients plan for and live through retirement, building income strategies designed to support lifestyle needs before and during retirement. The team emphasizes holistic, relationship-driven financial planning and portfolio construction that adapts as life changes, with investment implementation commonly using ETFs and fixed income. Custody is through Charles Schwab & Co.

Team overview

39 AVG AGE
$65.0M AVG AUM / ADVISOR
$572.9K AVG AUM / CLIENT
4.7 yrs AVG TENURE
13 Employees
13 Advisory Reps
13 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Bridge harbor Signal zenith

Client Personas

Catalyst matrix

Custodian

Legacy Horizon

Investment Themes

Legacy ember Crest

Investment Vehicles

Atlas foundation Legacy matrix

Services

Pioneer value Peak Unison foundation Wave ridge Optima fusion Capital

Owner & Executives

RONALD JAMES BARTON

RONALD JAMES BARTON

Financial Advisor, General Partner

CRD
#2191276
Ownership
10% but less than 25%
(887) 325-3400
insight.peak@legacycapital.com
in linkedin.com/in/alpha-delta
GEORGE WILLIAM BONNEY III

GEORGE WILLIAM BONNEY III

--

CRD
#1362160
Ownership
10% but less than 25%
(484) 918-2684
catalyst.vital@meridiancapital.com
in linkedin.com/in/horizon-insight
O

Oak foundation

Glacier ember

CRD
#71500
Ownership
32.4%
(406) 485-9655
catalyst.focus@frontiercapital.com
in linkedin.com/in/pathway-signal

Showing 2 of 6 owners & executives

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Contacts

KARSTEN JON CAVIEZEL

KARSTEN JON CAVIEZEL

Financial Advisor, General Partner

CRD
#2841071
(336) 961-6858
momentum.pathway@deltacapital.com
in linkedin.com/in/capital-momentum
KELLY ROY CAVIEZEL

KELLY ROY CAVIEZEL

Financial Advisor, General Partner

CRD
#3159323
(857) 433-8640
optima.momentum@zenithcapital.com
in linkedin.com/in/vital-pathway
C

Crest atlas

Bridge atlas peak

CRD
#80383
(672) 859-7806
zenith.optima@optimacapital.com
in linkedin.com/in/value-vital

Showing 2 of 14 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-03-2022
12-19-2023
10-08-2024
10-14-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $844,414,614 $410,707
Non-Discretionary $0 --
Total $844,414,614 $410,707

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Separately Managed Accounts

Total SMA Asset: $844,414,614

$844.4M Total SMA
Equity - Exchange:
26.4%
Corporate - Investment Grade:
31.0%
Cash:
8.8%
Municipal Bonds:
16.9%
U.S. Government/Agency:
16.9%
Asset class Assets Assets %
Equity - Exchange $334,379,049 26.4%
Corporate - Investment Grade $392,642,065 31.0%
Cash $111,459,683 8.8%
Municipal Bonds $214,053,255 16.9%
U.S. Government/Agency $214,053,253 16.9%
Total $1,266,587,305 100.0%

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