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LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC

Advisory

N·WILMINGTON, DE

Data as of Dec 5, 2023 · Source: SEC Form ADV

Total AUM
$101M
1-Year AUM Growth
+0.1%
3-Year CAGR
-2.0%
Employees
3
Assets Under Management
Total AUM$101M
Discretionary AUM$101M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingAug 5, 2021
Latest FilingDec 5, 2023
🔒 Full AUM trend chart and 5 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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