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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

LIGHTHOUSE ADVISORY SERVICES, INC.

CRD 306258

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:100b601d-c765-1175-4b83-0d6768229fe6

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 11, 2026 to Mar 11, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Lighthouse Advisory Services, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $9.6MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $9.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 44
Individual clients: 21
High net worth clients: 3
CRD: 306258
Filings on the tape: 1
First filed: Mar 11, 2026
Latest filed: Mar 11, 2026
Organised: Corporation, CA
Website: lighthouseadvisoryinc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HUGO LOPEZ	n/a	Poway, CA	4	16	2	no

Relationships

Registered with (1)

← HUGO LOPEZAdvisorregistration: current employment
May 2, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:100b601d-c765-1175-4b83-0d6768229fe6
First observed: Mar 11, 2026
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIGHTHOUSE ADVISORY SERVICES, INC.

CRD 306258

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:100b601d-c765-1175-4b83-0d6768229fe6

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:18 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HUGO LOPEZ

n/a

Poway, CA