LIGHTSQUARE WEALTH MANAGEMENT, LLC

LIGHTSQUARE WEALTH MANAGEMENT, LLC of BINGHAM FARMS, MI is an SEC-registered investment adviser (CRD 324958). Regulatory assets under management: $203.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (2)

NameRoleLocation
John Roy EdmondsCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER
EDMONDS JOHN ROYPRESIDENT, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER

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