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Lightsquare Wealth Management, LLC

Lightsquare Wealth Management, LLC. CRD 324958

Lightsquare Wealth Management, LLC logo

CRD: 324958

Lightsquare Wealth Management, LLC

Bingham Farms, MI, 48025
2486413540
$203.5M Total AUM
$199.9M Disc. AUM
-- 3Y CAGR
5 Employees
172 ADV. Clients
3 yrs Firm Age

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Firm 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
1.4 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Legacy Timber foundation Capital Delta ember Element Prime momentum North timber

Client Personas

Quantum Summit Element

Custodian

Foundation focus North Delta Peak

Investment Themes

Bridge momentum Ember foundation Insight Optima

Investment Vehicles

Capital wave Horizon

Services

Unison momentum Alpha Signal Vertex frontier Alpha Insight focus Ember fusion Optima timber Unison Vertex pathway Quantum frontier Meridian alpha Bridge

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

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Contacts

LYNDON L DAVIS

LYNDON L DAVIS

--

CRD
#5217885
(630) 271-7866
zenith.peak@zenithcapital.com
in linkedin.com/in/harbor-pioneer
Nicole Schmitt

Nicole Schmitt

--

CRD
#5288576
(602) 268-9105
glacier.timber@deltacapital.com
in linkedin.com/in/legacy-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-13-2023
06-11-2024
12-03-2025
03-24-2026
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

$203.5M Total SMA
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%

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