LIGHTHOUSE WEALTH STRATEGIES, LLC

3312 Rosedale St
Suite 201
Gig Harbor, Washington 98335
Tel: 253-948-3725

About LIGHTHOUSE WEALTH STRATEGIES, LLC

LIGHTHOUSE WEALTH STRATEGIES, LLC, formally registered with the SEC as LIGHTHOUSE WEALTH STRATEGIES, LLC. The firm was established in 12/03/2018. They have over 1 offices throughout the country.

LIGHTHOUSE WEALTH STRATEGIES, LLC is a Gig Harbor, Washington based Financial Planning firm with nearly $636,643,527 assets under management, offering retirement planning & investment advisory services to 1825 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299334
SEC#	801-114372
Assets Managed by Firm	$636,643,527
No. of Clients	1825
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1825	$636,643,527
Individuals (other than high net worth individuals)	1369	$262,521,063
High net worth individuals	456	$374,122,464

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