LIGHTHOUSE

Legal name: LIGHTHOUSE WEALTH PARTNERS, INC.

CRD 330415File 801-129789

APPROVED

Retail clients

Filing as of Jul 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$886K

Bottom 25% of cohort (national)

Discretionary AUM

$241K

Non-discretionary $645K

Clients

10 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Mar 29, 2024
Principal office: Not reported
Phone: 2014679489
Website: https://x.com/withlighthouse

Assets & accounts

ADV Item 5F

Total regulatory AUM: $886K
Discretionary AUM: $241K
Non-discretionary AUM: $645K
Discretionary accounts: 7
Non-discretionary accounts: 3
Total accounts: 10
AUM per client: $148K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$0
Non-U.S. persons	Fewer than 5	$0
Insurance companies	Fewer than 5	$0
Charitable organizations	Fewer than 5	$0
Other investment advisers	Fewer than 5	$0
High net worth individuals	Fewer than 5	$0
Banking or thrift institutions	Fewer than 5	$0
Pension and profit sharing plans	Fewer than 5	$0
State or municipal government entities	Fewer than 5	$0
Individuals (other than high net worth individuals)	6	$886K

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

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

This 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.