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Building 2LIGHTHOUSE WEALTH MANAGEMENT, INC.

Map pinASHLAND, OH
Phone419-496-0016
NotebookSEC #801-117825
Total AUM
$237.6M
Employees
5
Clients
384

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1078 COMMERCE PARKWAY
ASHLAND
OH 44805
United States
Operating Hours
9-4
Monday - Friday
Phone
419-496-0016

ReceiptFinancials

Total AUM
$237.6M
Accounts
800
Discretionary
$237.6M
Accounts
800
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
323
AUM
$110.7M
HNW Individual Clients
50
AUM
$104.7M
Charitable Organization Clients
6
AUM
$20.5M
Corporation or Business Clients
5
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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