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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
About Lighthouse
LightHouse Wealth Partners is an SEC-registered, New York–based robo-advisor offering application-only access to transparent, quantitatively driven strategies built by former hedge fund quants. It targets retail investors with active, model-driven portfolios (some trading multiple times daily) supported by institutional-grade execution, risk management, and position monitoring, with straightforward terms and predictable fees; custody includes Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Yijia Zhang
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6768448
- Ownership
- 50% but less than 75%
Zuwei Sun
Chief Technology Officer
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,476 | $111,180 |
| Non-Discretionary | $644,607 | -- |
| Total | $886,083 | $111,180 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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