Red Lighthouse Investment Management, LLC

RIASEC RegisteredEst. 2010
Total AUM
$612M
Discretionary
$612M
100% of AUM
Avg account
$1.8M
Accounts
343
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
145682
Registered since
March 15, 2010
Website
redlighthouseinvestment.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI90.84%
  • Pension & Profit Sharing Plans4.38%
  • Charitable Organizations4.03%
  • Individuals0.75%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Red Lighthouse Investment Management, LLC is an independent registered investment adviser organized as an LLC and owner-operated. The firm registered with the SEC in 2010 and serves both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Exchange Traded Equities 9%, Cash & Cash Equivalents 2%, Other 1%88%
  • Public Funds/Mutual Funds88%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents2%
  • Other1%

Contacts

2 of 2
  • Mark Sladkus

    Mark Sladkus

    Founder & PresidentCRD 874154

  • Gary Link

    Gary Link

    PartnerCRD 2703651

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$286M in ETFs

Passive

8%

$22.3M

Active

92%

$264M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US EQUITY ETF (AVUS)AvantisActiveLarge Blend$55.8M435,46419.48%
Unlock additional holdings →

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth