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

More Retirement Planning firms in Bingham Farms, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

Explore More Retirement Advisors in Bingham Farms, Michigan

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.