AdvisorOS Directory
Claim Profile
JB

Jule Brackett

LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC·WILMINGTON, Delaware
Unclaimed Profile
501 SILVERSIDE ROAD, STE 117, WILMINGTON, DE 19809CRD# 6887662Firm CRD# 142481
01

About

Jule Brackett is a registered financial advisor based in WILMINGTON, Delaware, affiliated with LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Financial Education
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC
LIGHTHOUSE FINANCIAL
AUM
$101M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Educational seminars/workshops
Other advisory services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6887662
Firm CRD# 142481
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILMINGTON?

Browse all registered financial advisors in WILMINGTON, Delaware or claim this profile if it's yours.

Browse WILMINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jule Brackett offer?
Jule Brackett specializes in Financial Planning, Investment Management, Financial Education, Fee-Only Advisory. Contact their office in WILMINGTON, Delaware for a consultation.
What are Jule Brackett's credentials?
Jule Brackett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jule Brackett located?
Jule Brackett is based in WILMINGTON, Delaware, working with LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Jule Brackett charge for services?
Jule Brackett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC?
LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WILMINGTON
Margaret Cecelia Ritter — DT INVESTMENT PARTNERS, LLCNathaniel Becker Chase — CHARTLINE CAPITAL MANAGEMENT, LLCNancy Marie Romito — KALMAR INVESTMENT ADVISERSFord Bowman Draper — KALMAR INVESTMENT ADVISERSKevin Michael Keefe — REALTA INVESTMENT ADVISORS, INC
Nearby cities in Delaware
GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
GREENVILLE GuideDOVER GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile