CRD: 299334
Lighthouse Wealth Strategies, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-03-2018
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between October 14, 2025 and March 12, 2026, reported AUM increased 18.3%, from $713.5M to $844.4M.
Across 5 reported observations, AUM increased 163.6% between October 3, 2022 and March 12, 2026, from $320.3M to $844.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 13 advisory representatives and 1,474 clients, or 113.4 clients per representative. That equates to $572.9K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on March 12, 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
- Services
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Owner & Executives
RONALD JAMES BARTON
Financial Advisor, General Partner
- CRD
- #2191276
- Ownership
- 10% but less than 25%
BRADY BRIAN BUSKIRK
Financial Advisor, General Partner
- CRD
- #5828322
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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KARSTEN JON CAVIEZEL
Financial Advisor, General Partner
- CRD
- #2841071
KELLY ROY CAVIEZEL
Financial Advisor, General Partner
- CRD
- #3159323
Showing 2 of 13 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Lighthouse Wealth Strategies, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.