PPrivate Fund Data Log in Join · $37/mo

Lighthouse Wealth Management, Inc.

● SEC registered since 2019CRD 157925SEC# 801-117825Ashland, OH
Export (members)
Reg. AUM
$199.9M
Employees
5
Accounts
373
Location
Ashland, OH

Lighthouse Wealth Management, Inc. assets under management

Lighthouse Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Ashland, OH. The firm has been registered since 2019. It reports $199.9 million in regulatory assets under management and employs 5 people.

Lighthouse Wealth Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Aaron Timothy Rowsey ControlVice President10-25%2015
Christopher Wayne Bevington ControlPartner/Treasurer10-25%2020
Gregory David Emmons ControlPresident25-50%2020
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Lighthouse Wealth Management, Inc. manage?

Lighthouse Wealth Management, Inc. reports $199.9 million in regulatory assets under management on its Form ADV.

How many employees does Lighthouse Wealth Management, Inc. have?

Lighthouse Wealth Management, Inc. reports 5 employees.

Where is Lighthouse Wealth Management, Inc. located?

Lighthouse Wealth Management, Inc. is based in Ashland, OH and has been SEC-registered since 2019.

Does Lighthouse Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address1078 Commerce Parkway, Ashland, OH 44805
Phone419-496-0016
Fax419-496-0054
Office hours4-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$199.9M
Non-discretionary$0
Total (RAUM)$199.9M