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LIGHTHOUSE WEALTH MANAGEMENT, LLC
210 Grandview Avenue
Camp Hill, Pennsylvania 17011
Tel: 717-346-6333
About LIGHTHOUSE WEALTH MANAGEMENT, LLC
LIGHTHOUSE WEALTH MANAGEMENT, LLC, formally registered with the SEC as LIGHTHOUSE WEALTH MANAGEMENT, LLC. The firm was established in 01/04/2023. They have over 5 offices throughout the country.
LIGHTHOUSE WEALTH MANAGEMENT, LLC is a Camp Hill, Pennsylvania based Financial Planning firm with nearly $155,000,000 assets under management, offering retirement planning & investment advisory services to 219 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307529 |
| SEC# | 801-127104 |
| Assets Managed by Firm | $155,000,000 |
| No. of Clients | 219 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 219 | $155,000,000 |
| Individuals (other than high net worth individuals) | 26 | $142,400,000 |
| High net worth individuals | 32 | $10,300,000 |
| Charitable organizations | Fewer than 5 clients | $2,300,000 |
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