LIGHTSQUARE WEALTH MANAGEMENT, LLC

Overview

Lightsquare Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on affluent individuals and families. The firm offers fee arrangements that include a percentage of AUM, hourly work and fixed fees, and provides core advisory services such as financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and selection of other advisers. Lightsquare operates as a capital allocator — it builds client programs using both pooled mutual funds and third‑party alternative fund managers rather than acting solely as a model‑only shop. Investment preferences emphasize public funds and mutual funds as the primary hold‑out for client portfolios, while the firm also sources private market and hedge fund strategies through external managers. Lightsquare is not positioned as an active ESG investor. It lists an affiliation with an insurance company, and although it offers pension consulting and institutional portfolio services, its stated client base is focused on individuals and families.

Assets & Accounts

Investments & Alternatives

Location & Offices