CRD: 324958
Lightsquare Wealth Management, LLC
$203.5M Total AUM
$199.9M Disc. AUM
-- 3Y CAGR
5 Employees
172 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 06-01-2023
- Office Locations
- 2
Office Locations
30150 Telegraph Road Suite 170 Bingham Farms MI
33533 W 12 Mile RD, #130 Farmington Hills MI
About Lightsquare Wealth Management, LLC
LightSquare Wealth Management is a Bingham Farms, MI–based wealth management firm serving business owners, corporate executives, families and retirees. The team provides financial and retirement planning, portfolio management and risk management with comprehensive, goal-aligned investment plans, supported by Raymond James custody/client access.
Team overview
57 AVG AGE
$101.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.5 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Legacy
Client Personas
Quantum Summit
Custodian
Foundation focus North Delta Peak
Investment Themes
Bridge momentum Ember foundation Insight
Investment Vehicles
Capital wave
Services
Unison momentum Alpha Signal Vertex frontier Alpha Insight focus Ember fusion Optima timber Unison Vertex pathway Quantum frontier Meridian alpha
Technology
Horizon horizon
Owner & Executives
J
JOHN ROY EDMONDS
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, President
- CRD
- #5365762
- Ownership
- 75% or more
(459) 949-7819
frontier.unison@harborcapital.com
in linkedin.com/in/fusion-radial
Showing 1 of 1 owners & executives
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LYNDON L DAVIS
Senior Vice President - Investments
- CRD
- #5217885
(630) 271-7866
zenith.peak@zenithcapital.com
in linkedin.com/in/harbor-pioneer
Nicole Schmitt
--
- CRD
- #5288576
(602) 268-9105
glacier.timber@deltacapital.com
in linkedin.com/in/legacy-vector
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,852,231 | $361,396 |
| Non-Discretionary | $3,684,920 | $33,807 |
| Total | $203,537,151 | $307,458 |
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Separately Managed Accounts
Total SMA Asset: $203,537,151
Public Funds:
6.9% Equity - Exchange:
20.0% U.S. Government/Agency:
17.5% Cash:
5.5% Other:
9.8% Corporate - Investment Grade:
18.2% Municipal Bonds:
22.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $583,321,475 | 6.9% |
| Equity - Exchange | $1,690,786,884 | 20.0% |
| U.S. Government/Agency | $1,479,438,524 | 17.5% |
| Cash | $464,966,393 | 5.5% |
| Other | $828,485,573 | 9.8% |
| Corporate - Investment Grade | $1,538,616,064 | 18.2% |
| Municipal Bonds | $1,868,319,507 | 22.1% |
| Total | $8,453,934,420 | 100.0% |