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Building 2LIGHTHOUSE WEALTH MANAGEMENT, LLC

Map pinCAMP HILL, PA
Phone717-346-6333
NotebookSEC #801-127104
Total AUM
$246.8M
Employees
2
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 GRANDVIEW AVENUE
CAMP HILL
PA 17011
United States
Operating Hours
08:00 A.M. - 5:30 P.M.
Monday - Friday
Phone
717-346-6333
Other Offices
4

ReceiptFinancials

Total AUM
$246.8M
Accounts
347
Discretionary
$246.8M
Accounts
347
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$22.3M
HNW Individual Clients
57
AUM
$224.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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