RIA Intel›Advisers›Washington›LIGHTHOUSE WEALTH STRATEGIES, LLC

LIGHTHOUSE WEALTH STRATEGIES, LLC

Advisory

N·GIG HARBOR, WA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$844M

1-Year AUM Growth

+39.8%

3-Year CAGR

+30.8%

Employees

13

Assets Under Management

Total AUM$844M

Discretionary AUM$844M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2,034

Team

Total Employees13

Investment Advisers13

Employee Growth (1Y)+37.5%

Filing History

Total Filings on Record21

First FilingNov 2, 2018

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LIGHTHOUSE WEALTH STRATEGIES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.