Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$844,414,614
Clients
866
25% high-net worth
Advisors
6
of 13 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
144
Very HighAverage account size
$975,075
$0 - /$100,000: up to 2.00% $100,001+: 0.00% to 2.00% (negotiable based on client circumstances)
Certain Investment Advisor Representatives may receive commissions for securities and insurance products outside advisory fees
Fee-only: Annual portfolio management fee between 0.00% and 2.00%, billed quarterly in advance, negotiable
Lighthouse Wealth Strategies, LLC
3312 Rosedale St, Suite 201
Gig Harbor WA 98335, United States
Number of offices
1
Alaska · Arizona · California · Colorado · Florida · Georgia · Hawaii · Idaho · Missouri · Montana · Nebraska · Nevada · North Carolina · Oregon · South Carolina · Tennessee · Texas · Washington
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Gig Harbor, WA
Lighthouse Wealth Strategies, LLC
Series 66
Gig Harbor, WA
Lighthouse Wealth Strategies, LLC
Series 63, Series 65
Gig Harbor, WA
Lighthouse Wealth Strategies, LLC
Series 63, Series 65
Gig Harbor, WA
Lighthouse Wealth Strategies, LLC
Series 66
Gig Harbor, WA
Lighthouse Wealth Strategies, LLC
Series 65
Livingston, MT
Lighthouse Wealth Strategies, LLC
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