This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$238MItem 5.F on the latest filing (2026-01-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$238M

Private client RAUM

$215MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$47.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

800

Individual clients

323

High net worth clients

50

Custody, client assets

$767,549

SEC number

801-117825

CRD

157925

Filings on the tape

13

First filed

Nov 19, 2019

Latest filed

Jan 26, 2026

Organised

Corporation, OH

• Occurred

  Jan 21, 2020
  Control person joined

  Wayne Christopher Bevington (Partner) appeared on Schedule A of Lighthouse Wealth Management, Inc.

  Form ADVobserved 5 days ago
• Occurred

  Nov 19, 2019
  First Form ADV filing

  Lighthouse Wealth Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e950c391-44e4-dba9-df88-5f506f8f5b9f

First observed

Nov 19, 2019

Last observed

Jan 26, 2026 7 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.