LP Profile

Lighthouse Wealth Management

Also known as lighthouse wealth

Wealth ManagerCamp Hill, United StatesFounded 2020
$247M
Assets Under Management
Camp Hill
Headquarters
Investment Focus

About Lighthouse Wealth Management

Lighthouse Wealth Management is a fee-only financial advisory firm based in Camp Hill, Pennsylvania, founded in 2020 and managing roughly $247 million. It provides asset management, financial planning, estate planning and tax planning services, along with Monte Carlo analysis, to individuals, families and business owners. The firm states that it receives no commissions from clients or vendors and operates under a fiduciary standard. It has a relationship with Brown Plus, an accounting and advisory firm in Pennsylvania and Maryland, which supports specialized tax and estate planning. Offices are listed in Camp Hill, Hanover, Lancaster, Reading and State College, Pennsylvania.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Lighthouse Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$246.8M
Total Clients
347
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Lighthouse Wealth Management?

Lighthouse Wealth Management is a wealth manager based in Camp Hill, United States, managing approximately $247M in assets.

Where is Lighthouse Wealth Management headquartered?

Lighthouse Wealth Management is headquartered in Camp Hill, United States.

How much does Lighthouse Wealth Management manage?

Lighthouse Wealth Management manages approximately $247M in assets under management.

When was Lighthouse Wealth Management founded?

Lighthouse Wealth Management was founded in 2020.

How can I contact Lighthouse Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Lighthouse Wealth Management are available on LPbacked. Create a free account to access them.