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LIGHTHOUSE WEALTH MANAGEMENT, LLC
CRD 146403
2913 HARRINGTON AVENUE, BRONX, NY, 10461, United States
Phone
347-401-3778
Fax
866-924-1952
Registration
— (—)
Source
State registered
Total AUM
$4.5M
Discretionary AUM
$4.5M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $4.5M |
| High net worth individuals | 3 | $0 |
All web addresses on file
Official SEC filing: View on IAPD