Lighthouse
RIASEC RegisteredEst. 2024
Total AUM
$556K
Discretionary
$556K
100% of AUM
Avg account
$111K
Accounts
5
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 330415
- Registered since
- March 29, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lighthouse operates as a corporation and is registered with the SEC as of 2024. The firm focuses on providing portfolio management services primarily for individuals and small businesses. With a client base that includes both individuals and families, Lighthouse employs a fee structure based on a percentage of assets under management (AUM) and performance-based fees. The firm is not classified as a capital allocator and does not actively engage in ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Cash & Cash Equivalents39%
Owners & executives
2 of 2Zuwei Sun
CTOCRD 6968874
Yijia Zhang
CEOCRD 6768448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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