Lightsquare Wealth Management, LLC

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Client assets under management

$203,537,151

Clients

172

27% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,183,356

About

LightSquare Wealth Management serves high-net-worth and individual clients, as well as trusts, pension plans and corporate entities, through asset management, financial planning, and retirement plan consulting. The firm reports approximately $203.5 million in assets under management—about $199.9 million discretionary and $3.68 million non‑discretionary—and uses third‑party money managers for some client accounts.

Investment advice is individualized and implemented across a wide set of strategies and analytical methods, including fundamental, technical, quantitative and qualitative analysis, with allocations to alternatives, fixed income, options, margin and both short‑ and long‑term positions when appropriate. Portfolios are monitored and rebalanced regularly, and the firm also provides written financial plans and ongoing retirement‑plan monitoring for plan sponsors under ERISA standards.

Noteworthy distinctions include the firm’s affiliation with an insurance agency—Lightsquare Insurance Agency—where representatives act as licensed insurance agents, a relationship disclosed in the brochure and identified as a potential conflict of interest with mitigation measures. The firm, formed in 2023, combines a compact three‑advisor structure with institutional support from Raymond James and offers some atypical consulting services for a firm its size (such as cost segregation studies, corporate structure analysis and lines-of-credit evaluation).

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Concentrated stock management

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Flat fees up to $10,000 for financial planning and consulting services.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Hourly fee up to $500; flat fees up to $10,000 for financial planning and consulting services.

Main office location

Lightsquare Wealth Management, LLC

30150 Telegraph Road, Suite 170

Bingham Farms MI 48025, United States

Number of offices

Most active in

Alabama · Florida · Georgia · Illinois · Maryland · Michigan · New York · North Carolina · Texas · Virgin Islands

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

YouTube Website 248-641-3540

Advisors at this firm

John E

Series 66

Bingham Farms, MI

Lightsquare Wealth Management, LLC

John Edmonds is a financial advisor at LightSquare Wealth Management, LLC with 18 years of industry experience. He has held positions at Raymond James & Associates Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edmonds is also the owner of En Passant, LLC and LightSquare Insurance Agency, which facilitates insurance commissions. LightSquare Wealth Management serves individual clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment instruments and analytical methods to construct individualized portfolios and provides ongoing monitoring and due diligence on recommended sub-advisors.

Options & derivatives strategies Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Concentrated stock management Executive Founder/Business Owner

Lyndon D

Series 66

Bingham Farms, MI

Lightsquare Wealth Management, LLC

Lyndon Davis is a financial advisor at LightSquare Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory role, he writes books and content on finance and personal money management. LightSquare Wealth Management serves individual clients—including high-net-worth and ultra-high-net-worth individuals—trusts, retirement plans, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, employing a variety of investment instruments and analytical methods to construct individualized portfolios.

Nicole S

CFP®, Series 63, Series 66

Bingham Farms, MI

Lightsquare Wealth Management, LLC

Nicole Schmitt is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lightsquare Wealth Management, LLC. Her prior experience includes roles at JPMorgan Securities LLC, Morgan Stanley Smith Barney LLC, Wells Fargo Advisors, and Fifth Third Securities. She also operated Schmitt Consulting from 2016 to 2020. Lightsquare Wealth Management serves individual clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a diverse range of investment instruments and analytical methods, providing continuous portfolio monitoring and due diligence on recommended sub-advisors.

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