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LIGHTHOUSE WEALTH MANAGEMENT, INC.
CRD 157925File 801-117825
APPROVED
Retail clients
Custody
Filing as of Jan 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$237.6M
Below cohort median (national)
Discretionary AUM
$237.6M
Clients
384
800 accounts
Employees
5
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 20, 2019
- Principal office
- 1078 COMMERCE PARKWAY, ASHLAND, OH, 44805
- Phone
- 419-496-0016
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $237.6M
- Discretionary AUM
- $237.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 800
- Non-discretionary accounts
- 0
- Total accounts
- 800
- AUM per client
- $619K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $1.7M |
| Charitable organizations | 6 | $20.5M |
| High net worth individuals | 50 | $104.7M |
| Individuals (other than high net worth individuals) | 323 | $110.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.