LIGHTSQUARE WEALTH MANAGEMENT, LLC

30150 Telegraph Road
Suite 170
Bingham Farms, Michigan 48025
Tel: 248-641-3540

About LIGHTSQUARE WEALTH MANAGEMENT, LLC

LIGHTSQUARE WEALTH MANAGEMENT, LLC, formally registered with the SEC as LIGHTSQUARE WEALTH MANAGEMENT, LLC. The firm was established in 06/21/2023. They have over 1 offices throughout the country.

LIGHTSQUARE WEALTH MANAGEMENT, LLC is a Bingham Farms, Michigan based Financial Planning firm with nearly $112,656,799 assets under management, offering retirement planning & investment advisory services to 227 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324958
SEC#	801-128092
Assets Managed by Firm	$112,656,799
No. of Clients	227
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	227	$112,656,799
Individuals (other than high net worth individuals)	45	$15,034,566
High net worth individuals	32	$92,350,100
Charitable organizations	1	$5,272,133

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