LIGHTHOUSE WEALTH STRATEGIES, LLC

Overview

Lighthouse Wealth Strategies, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2018. The firm focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its advisory model blends percentage-of-AUM billing with fixed-fee engagements, and the firm’s personnel also act as registered representatives of a broker-dealer and hold insurance brokerage capabilities. The firm is not positioned as a capital allocator to third-party private funds; instead it combines traditional advisory services with insurance and brokerage solutions to address client needs across planning, portfolio construction, and insurance wrappers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices