LIGHTHOUSE WEALTH MANAGEMENT, LLC

LIGHTHOUSE WEALTH MANAGEMENT, LLC of BRONX, NY is an SEC-registered investment adviser (CRD 146403). Regulatory assets under management: $4.5M.

Registration

• CRD: 146403
• Type: Registered investment adviser
• Location: 2913 HARRINGTON AVENUE, BRONX, NY, 10461
• Phone: 347-401-3778
• Latest filing: 2026-02-02
• Regulatory AUM: $4.5M
• Discretionary AUM: $4.5M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search