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Building 2LIGHTHOUSE WEALTH STRATEGIES, LLC

Map pinGIG HARBOR, WA
Phone253-948-3725
NotebookSEC #801-114372
Total AUM
$844.4M
Employees
13
Clients
866

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3312 ROSEDALE ST
SUITE 201
GIG HARBOR
WA 98335
United States
Operating Hours
8:00 AM - 4:00 PM MONDAY - THURSDAY AND 8:00AM - 3:00PM ON FRIDAY
Monday - Friday
Phone
253-948-3725

ReceiptFinancials

Total AUM
$844.4M
Accounts
2,056
Discretionary
$844.4M
Accounts
2,056
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
646
AUM
$404.8M
HNW Individual Clients
220
AUM
$439.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AKAZCACOFLGAHIIDMOMTNCNVORSCTNTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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