LIGHTHOUSE FINANCIAL, LLC

LIGHTHOUSE FINANCIAL, LLC is an SEC-registered investment adviser (CRD 314671). Regulatory assets under management: $99.3M.

Registration

• CRD: 314671
• Type: Registered investment adviser
• Phone: (617) 962-5275
• Latest filing: 2026-03-30
• Regulatory AUM: $99.3M
• Discretionary AUM: $99.3M
• Clients: 3
• Accounts: 408

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314671 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search