PPrivate Fund Data Log in Join · $37/mo

Lighthouse Wealth Partners, Inc.

● SEC registered since 2024CRD 330415SEC# 801-129789
Export (members)
Reg. AUM
$556K
Employees
2
Accounts
5
Location

Lighthouse Wealth Partners, Inc. assets under management

Lighthouse Wealth Partners, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $555,898 in regulatory assets under management and employs 2 people.

Lighthouse Wealth Partners, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Yijia Zhang ControlCeo, Cco50-75%2024
Zuwei Sun ControlCto25-50%2024

Frequently asked questions

How much does Lighthouse Wealth Partners, Inc. manage?

Lighthouse Wealth Partners, Inc. reports $555,898 in regulatory assets under management on its Form ADV.

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

Lighthouse Wealth Partners, Inc. reports 2 employees.

Does Lighthouse Wealth Partners, Inc. disclose fund performance?

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

Contact & registration

Phone2014679489
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$556K
Non-discretionary$0
Total (RAUM)$556K