LIGHTEDWAY ADVISORY SERVICES, INC.

Overview

Lightedway Advisory Services, Inc. is a corporately structured registered investment adviser that positions itself as a fee-based portfolio manager for individuals, families and small businesses, with capacity to serve institutional clients as well. The firm has been SEC-registered since 2021 and is owned by an individual principal. Its stated advisory focus centers on discretionary portfolio management and pension-related consulting services, delivered under a percentage-of-AUM fee model. Lightedway does not identify as an active ESG investor and is not designated as a multi-state adviser on the filing. Investment activity is concentrated in pooled public funds and mutual funds, which the firm uses as the primary building blocks for client portfolios. The firm reports making discretionary allocation decisions for all assets under management, indicating a model where advisors implement and rebalance portfolios on clients’ behalf rather than operating purely on an advisory/consulting-only basis.

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Location & Offices