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Lighthouse Financial LLC

● SEC registered since 2023CRD 137277SEC# 801-128475Largo, FL
Export (members)
Reg. AUM
$604.6M
Employees
1
Accounts
300
Location
Largo, FL

Lighthouse Financial LLC assets under management

Lighthouse Financial LLC is an investment advisory firm registered with the SEC based in Largo, FL. The firm has been registered since 2023. It reports $604.6 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Lighthouse Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Steven Anthony Wotovich ControlPresident And CcoOver 75%2003

Frequently asked questions

How much does Lighthouse Financial LLC manage?

Lighthouse Financial LLC reports $604.6 million in regulatory assets under management on its Form ADV.

How many employees does Lighthouse Financial LLC have?

Lighthouse Financial LLC reports 1 employees.

Where is Lighthouse Financial LLC located?

Lighthouse Financial LLC is based in Largo, FL and has been SEC-registered since 2023.

Does Lighthouse Financial LLC disclose fund performance?

Lighthouse Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1679 Indian Rocks Rd S, Suite 201d, Largo, FL 33774-1026
Phone727-490-5797
Fax866-723-1162
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$173.3M
Non-discretionary$431.3M
Total (RAUM)$604.6M