Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > ashland > LIGHTHOUSE WEALTH MANAGEMENT, INC.
LIGHTHOUSE WEALTH MANAGEMENT, INC.
1078 Commerce Parkway
Ashland, Ohio 44805
Tel: 419-496-0016
About LIGHTHOUSE WEALTH MANAGEMENT, INC.
LIGHTHOUSE WEALTH MANAGEMENT, INC, formally registered with the SEC as LIGHTHOUSE WEALTH MANAGEMENT, INC. The firm was established in 12/20/2019. They have over 1 offices throughout the country.
LIGHTHOUSE WEALTH MANAGEMENT, INC. is a Ashland, Ohio based Financial Planning firm with nearly $199,915,039 assets under management, offering retirement planning & investment advisory services to 373 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157925 |
| SEC# | 801-117825 |
| Assets Managed by Firm | $199,915,039 |
| No. of Clients | 373 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 373 | $199,915,039 |
| Individuals (other than high net worth individuals) | 308 | $88,082,254 |
| High net worth individuals | 51 | $91,482,370 |
| Charitable organizations | 6 | $18,829,404 |
| Corporations or other businesses | 5 | $1,521,011 |
More Retirement Planning firms in Ashland, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
Explore More Retirement Advisors in Ashland, Ohio