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 registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is registered with the SEC (registered in 2019) and serves both individual & family clients and institutional clients. Its practice model combines percentage-of-AUM billing with hourly fees, and the firm also performs insurance brokerage and accounting activities alongside its advisory services. Lighthouse was named a Top RIA Firm by FA Magazine 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 1
Timothy Rowsey
Founder and CEOCRD 4550735
Contacts
3 of 4
Aaron Rowsey
Vice PresidentCRD 6171009
Gregory Emmons
President and Investment Advisor RepresentativeCRD 6018949
Christopher Bevington
Investment Advisor RepresentativeCRD 4626339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$160M in ETFs
90%
$143M
5%
$16.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $18.8M | 25,417 | 11.78% |
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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