LIGHTHOUSE FINANCIAL LLC

LIGHTHOUSE FINANCIAL LLC of SAINT PETERSBURG, FL is an SEC-registered investment adviser (CRD 137277). Regulatory assets under management: $755.6M.

Registration

• CRD: 137277
• SEC file number: 801-128475
• Type: Registered investment adviser
• Location: 4020 PARK STREET N, SUITE 201D, SAINT PETERSBURG, FL, 33709
• Phone: 727-490-5797
• Latest filing: 2026-06-02
• Regulatory AUM: $755.6M
• Discretionary AUM: $205.4M
• Non-discretionary AUM: $550.2M
• Clients: 1
• Accounts: 337

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137277 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search