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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 2,034 | 866 | decreased by1,168 |
| Apr 1, 2026 | AUM | $713,502,018 | $844,414,614 | increased by$130,912,596 |
| Apr 1, 2026 | Accounts | 2,034 | 2,056 | increased by22 |
| Mar 1, 2026 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 11 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 300 | 2,034 | increased by1,734 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $320,313,000 | $713,502,018 | increased by$393,189,018 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 300 | 2,034 | increased by1,734 |
| Apr 1, 2022 | AUM | $245,843,324 | $320,313,000 | increased by$74,469,676 |
| 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 WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIGHTHOUSE WEALTH” 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.