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Building 2LIGHTHOUSE WEALTH MANAGEMENT

Map pinNEW MARKET, MD
Phone301-865-9740
NotebookSEC #801-68468
Total AUM
$461.9M
Employees
15
Clients
614

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
164 WEST MAIN STREET
SUITE F
NEW MARKET
MD 21774
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
301-865-9740
Other Offices
2

ReceiptFinancials

Total AUM
$461.9M
Accounts
2,508
Discretionary
$461.9M
Accounts
2,508
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
474
AUM
$190M
HNW Individual Clients
140
AUM
$271.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
DCDEFLLAMDMINCNHNYPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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