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LIGHTHOUSE RETIREMENT
Legal name: MARTIN D. PARLATO & ASSOCIATES, INC.
CRD 147403File 801-120237
APPROVED
Retail clients
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$284.6M
Below cohort median (national)
Discretionary AUM
$284.6M
Clients
182
496 accounts
Employees
1
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 25, 2021
- Principal office
- 90 FORT WADE RD, PONTE VEDRA, FL, 32081
- Phone
- 772-299-7169
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $284.6M
- Discretionary AUM
- $284.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 496
- Non-discretionary accounts
- 0
- Total accounts
- 496
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $166.4M |
| Individuals (other than high net worth individuals) | 134 | $118.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $211,882,501 | $284,640,031 | increased by$72,757,530 |
| Apr 1, 2026 | Accounts | 391 | 496 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 169 | 182 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $124,850,196 | $211,882,501 | increased by$87,032,305 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 289 | 391 | increased by102 |
| Apr 1, 2022 | Clients | 180 | 169 | decreased by11 |
| Apr 1, 2022 | AUM | $107,631,439 | $124,850,196 | increased by$17,218,757 |
| Apr 1, 2022 | Accounts | 282 | 289 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIGHTHOUSE RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIGHTHOUSE RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.