LIGHTVIEW CAPITAL, LLC

515 N Flagler Drive
Suite 510
West Palm Beach, Florida 33401
Tel: 561-858-1500

About LIGHTVIEW CAPITAL, LLC

LIGHTVIEW CAPITAL, LLC, formally registered with the SEC as LIGHTVIEW CAPITAL, LLC. The firm was established in 07/22/2022. They have over 1 offices throughout the country.

LIGHTVIEW CAPITAL, LLC is a West Palm Beach, Florida based Financial Planning firm with nearly $179,525,407 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306106
SEC#	801-126180
Assets Managed by Firm	$179,525,407
No. of Clients	2
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based
Other (PORTFOLIO COMPANY FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$179,525,407

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