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Lightsquare Wealth Management, LLC

● SEC registered since 2023CRD 324958SEC# 801-128092Bingham Farms, MI
Export (members)
Reg. AUM
$131.4M
Employees
3
Accounts
249
Location
Bingham Farms, MI

Lightsquare Wealth Management, LLC assets under management

Lightsquare Wealth Management, LLC operates as an SEC-registered investment adviser based in Bingham Farms, MI. The firm has been registered since 2023. It reports $131.4 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/lyndonldavisView on SEC.gov ↗

Lightsquare Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Roy Edmonds ControlPresident, Chief Investment Officer, & Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Lightsquare Wealth Management, LLC manage?

Lightsquare Wealth Management, LLC reports $131.4 million in regulatory assets under management on its Form ADV.

How many employees does Lightsquare Wealth Management, LLC have?

Lightsquare Wealth Management, LLC reports 3 employees.

Where is Lightsquare Wealth Management, LLC located?

Lightsquare Wealth Management, LLC is based in Bingham Farms, MI and has been SEC-registered since 2023.

Does Lightsquare Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address30150 Telegraph Road, Suite 170, Bingham Farms, MI 48025
Phone248-641-3540
Office hours8:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.9M
Non-discretionary$13.6M
Total (RAUM)$131.4M