LIGHTHOUSE WEALTH STRATEGIES, LLC
Gig Harbor, Washington
5.0
2 Reviews
Lighthouse Wealth Strategies, LLC, headquartered in Gig Harbor, WA, is a reputable local investment advisory firm with a strong presence in the financial industry. With over 1,180 individual clients, the company manages an impressive $455,446,000 in assets. Lighthouse Wealth Strategies specializes in offering comprehensive wealth management solutions to high-net-worth individuals, making up the majority of their client base.
While their core expertise lies in managing personal accounts and 401K plans, the firm also possesses the capability to effectively handle employer funds. All of the assets under their management, totaling 10...
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Assets Under Mgmt
$455.45M
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
Self-regulatory organization found you made a false statement or omission
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
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Articles
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