LIGHTHOUSE WEALTH MANAGEMENT, LLC

Overview

Lighthouse Wealth Management, LLC is an independent registered investment adviser that operates as a capital allocator serving individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers as part of its service mix. Its fee model combines a percentage-of-assets-under-management charge with hourly billing for certain work streams. Investment implementation emphasizes pooled public funds: mutual funds and other public fund vehicles constitute the largest single asset class in client portfolios. At the same time, Lighthouse acts as an allocator to third‑party managers for non‑core, manager-driven strategies. The firm does not identify as an active ESG investor on its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices