LP Profile

Lighthouse Wealth Strategies

Also known as lighthouse wealth strategies

Wealth ManagerGig Harbor, United StatesFounded 2018
$844M
Assets Under Management
Gig Harbor
Headquarters
Investment Focus

About Lighthouse Wealth Strategies

Lighthouse Wealth Strategies is a wealth management firm located in downtown Gig Harbor, United States, founded in 2018. It manages approximately $844 million in assets. The firm focuses on helping clients plan for and live through retirement, building income strategies from their investments to cover lifestyle needs before and during retirement. It describes its planning as dynamic, adapting as circumstances change, and emphasizes communication and service as the basis of client relationships.

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$844.4M
Total Clients
2,056
Filing Date
March 12, 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 Strategies?

Lighthouse Wealth Strategies is a wealth manager based in Gig Harbor, United States, managing approximately $844M in assets.

Where is Lighthouse Wealth Strategies headquartered?

Lighthouse Wealth Strategies is headquartered in Gig Harbor, United States.

How much does Lighthouse Wealth Strategies manage?

Lighthouse Wealth Strategies manages approximately $844M in assets under management.

When was Lighthouse Wealth Strategies founded?

Lighthouse Wealth Strategies was founded in 2018.

How can I contact Lighthouse Wealth Strategies?

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