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RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
CRD 145682 · SEC 801-71211
VT, United States
Phone
917-660-0980
Fax
503-635-2955
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$612.2M
Discretionary AUM
$612.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $4.6M |
| High net worth individuals | 81 | $556.1M |
| Charitable organizations | 5 | $24.7M |
States served
VT, CA, ME, NY, CT
All web addresses on file
Official SEC filing: View on IAPD