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LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRD 324958 · SEC 801-128092
30150 TELEGRAPH ROAD, SUITE 170, BINGHAM FARMS, MI, 48025, United States
Phone
248-641-3540
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$203.5M
Discretionary AUM
$199.9M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $45.4M |
| High net worth individuals | 47 | $158.2M |
States served
AL, GA, IL, MD, MI, NY, NC, VI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD