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 RIA (registered in 2019) owned by an individual principal and serving both individual & family and institutional clients. The firm combines traditional advisory services—financial planning, portfolio management for individuals and small businesses, and pension consulting—with brokerage-related business lines; its public filings list activities as an insurance broker and accountant. Fee arrangements include a percentage-of-AUM schedule alongside hourly charge options. Lighthouse does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. The firm was recognized by Financial Advisor Magazine as a Top RIA Firms outlet in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Christopher 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 45Active vs passive
$157M in ETFs
89%
$140M
5%
$17.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $18.4M | 24,988 | 11.71% |
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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