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LIGHTHOUSE WEALTH STRATEGIES, LLC
CRD 299334File 801-114372
APPROVED
Retail clients
Disclosure events
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$844.4M
Above cohort median (national)
Discretionary AUM
$844.4M
Clients
866
2,056 accounts
Employees
13
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 3, 2018
- Principal office
- 3312 ROSEDALE ST, SUITE 201, GIG HARBOR, WA, 98335
- Phone
- 253-948-3725
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $844.4M
- Discretionary AUM
- $844.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,056
- Non-discretionary accounts
- 0
- Total accounts
- 2,056
- AUM per client
- $975K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 220 | $439.6M |
| Individuals (other than high net worth individuals) | 646 | $404.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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- Q11
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E1
- Q11E2
- Q11E4
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.