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Lighthouse Wealth Strategies, LLC

● SEC registered since 2018CRD 299334SEC# 801-114372Gig Harbor, WA
Export (members)
Reg. AUM
$713.5M
Employees
11
Accounts
2,034
Location
Gig Harbor, WA

Lighthouse Wealth Strategies, LLC assets under management

Lighthouse Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Gig Harbor, WA. The firm has been registered since 2018. It reports $713.5 million in regulatory assets under management and employs 11 people.

Lighthouse Wealth Strategies, LLC owners & executives

6 reported
NameTitleOwnershipSince
Brady Brian Buskirk ControlMember10-25%2016
Brian Wayne Buskirk ControlMember10-25%2016
George William Bonney ControlMember10-25%2016
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Frequently asked questions

How much does Lighthouse Wealth Strategies, LLC manage?

Lighthouse Wealth Strategies, LLC reports $713.5 million in regulatory assets under management on its Form ADV.

How many employees does Lighthouse Wealth Strategies, LLC have?

Lighthouse Wealth Strategies, LLC reports 11 employees.

Where is Lighthouse Wealth Strategies, LLC located?

Lighthouse Wealth Strategies, LLC is based in Gig Harbor, WA and has been SEC-registered since 2018.

Does Lighthouse Wealth Strategies, LLC disclose fund performance?

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

Contact & registration

Address3312 Rosedale St, Suite 201, Gig Harbor, WA 98335
Phone253-948-3725
Fax253-313-5828
Office hours8:00 a.m. - 4:00 p.m. Monday - Thursday And 8:00a.m. - 3:00p.m. On Friday
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$713.5M
Non-discretionary$0
Total (RAUM)$713.5M