← Back to searchVisit website
LIGHTHOUSE WEALTH MANAGEMENT, INC.
CRD 157925 · SEC 801-117825
1078 COMMERCE PARKWAY, ASHLAND, OH, 44805, United States
Phone
419-496-0016
Fax
419-496-0054
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.6M
Discretionary AUM
$237.6M
Team
5 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 323 | $110.7M |
| High net worth individuals | 50 | $104.7M |
| Charitable organizations | 6 | $20.5M |
| Corporations/business entities | 5 | $1.7M |
States served
NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD