LIGHTHOUSE WEALTH MANAGEMENT, LLC

Overview

Lighthouse Wealth Management, LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm operates as an owner-managed practice that combines financial planning, discretionary portfolio management for individuals and small businesses, and the placement or selection of outside advisers where needed. Investment activity is tilted toward publicly traded equities — the firm shows a clear preference for exchange-traded instruments as the core building block of client portfolios — while also acting as an insurance broker to add insurance-based solutions to client plans. The firm offers flexible fee arrangements including a percentage-of-AUM option alongside hourly and fixed-fee engagements, which lets it serve both ongoing wealth management relationships and one-off planning or consulting assignments. Lighthouse Wealth Management identifies as a capital allocator, using third-party managers when appropriate rather than running a broad in-house alternatives platform. The adviser does not position itself as an active ESG investor and operates primarily within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices