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LIGHTHOUSE FINANCIAL
LIGHTHOUSE FINANCIAL LLC
CRD 137277 · SEC 801-128475
4020 PARK STREET N, SUITE 201D, SAINT PETERSBURG, FL, 33709, United States
Phone
727-490-5797
Fax
866-723-1162
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$755.6M
Discretionary AUM
$205.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $27.8M |
| High net worth individuals | 48 | $711.9M |
| Charitable organizations | 2 | $15.9M |
States served
CA, GA, NY, NC, WA, FL
Official SEC filing: View on IAPD