LIGHTHOUSE WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- ASHLAND, Ohio
- CRD number
- 157925
- Registered since
- December 20, 2019
- Website
- lightwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals46.58%
- HNWI44.07%
- Charitable Organizations8.62%
- Corporations / Businesses0.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Lighthouse Wealth Management, Inc. is an independent, SEC-registered advisory firm (registered in 2019) owned by an individual and serving both individual/family and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with ancillary roles as an insurance broker and accountant. Its advisory services list includes financial planning, portfolio management, and pension consulting. Fee arrangements include a percentage-of-AUM component alongside hourly charges. Lighthouse is not positioned as a capital allocator or an active ESG investor and operates as a single-state adviser under its current registration. The firm was named to FA Magazine’s Top RIA Firms list in 2020.
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 Equities68%
- Public Funds/Mutual Funds26%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1TIMOTHY ROWSEY
Founder and CEOCRD 4550735
Contacts
3 of 4CHRISTOPHER BEVINGTON
Investment Advisor RepresentativeCRD 4626339
AARON ROWSEY
Vice PresidentCRD 6171009
Katherine Brown
Investment Advisor RepresentativeCRD 8105466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$144M in ETFs
87%
$125M
5%
$18.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $14.9M | 25,806 | 10.38% |
Location
ASHLAND, OH
ASHLAND
Location
ASHLAND, OH
Headquartered in ASHLAND, OH, anchoring the Mansfield-Ashland-Bucyrus, OH metro in the Midwest.
- Metro area
- Mansfield-Ashland-Bucyrus, OH
- Region
- Midwest
- County
- ASHLAND
- Address
- 1078 Commerce Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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