Unclaimed Profile

George William Bonney

LIGHTHOUSE WEALTH STRATEGIES, LLC·GIG HARBOR, Washington

SIE, Series 3, Series 7, Series 63, Series 65Clean record29 years registeredLIGHTHOUSE WEALTH STRATEGIES, LLC

3312 ROSEDALE ST, GIG HARBOR, WA 98335CRD# 1362160Firm CRD# 299334

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George William Bonney · GIG HARBOR, WA

Registration

CRD #1362160 · LIGHTHOUSE WEALTH STRATEGIES, LLC · 29 years registered

Brand Profile

Not yet started

Career History

SOWELL MANAGEMENT

Oct 2016 – present

LIGHTHOUSE WEALTH STRATEGIES, LLC

Feb 2019 – Jul 2026

GIG HARBOR, WA

LIGHTHOUSE WEALTH STRATEGIES

Oct 2016 – Oct 2016

GIG HARBOR, WA

CONCERT WEALTH MANAGEMENT

Dec 2014 – Jan 2017

GIG HARBOR, WA

NORTHWEST ASSET MANAGEMENT

Feb 2014 – Dec 2014

GIG HARBOR, WA

RBC CAPITAL MARKETS, LLC

Apr 2009 – Feb 2014

GIG HARBOR, WA

WELLS FARGO INVESTMENTS, LLC

Oct 1996 – Apr 2009

TACOMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · October 31, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIGHTHOUSE WEALTH STRATEGIES, LLC

CRD 299334 · SEC 801-114372

AUM

$637M

Regulatory assets under management

Employees

1,825 client accounts

Services offered by LIGHTHOUSE WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIGHTHOUSE WEALTH STRATEGIES, LLC →

Introduction

Speak with George

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if George is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GIG HARBOR?

Browse all registered financial advisors in GIG HARBOR, Washington or claim this profile if it's yours.

Browse GIG HARBOR Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does George William Bonney offer?

George William Bonney specializes in Financial Planning, Investment Management. Contact their office in GIG HARBOR, Washington for a consultation.

What are George William Bonney's credentials?

George William Bonney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George William Bonney located?

George William Bonney is based in GIG HARBOR, Washington, working with LIGHTHOUSE WEALTH STRATEGIES, LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.

How does George William Bonney charge for services?

George William Bonney's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIGHTHOUSE WEALTH STRATEGIES, LLC?

LIGHTHOUSE WEALTH STRATEGIES, LLC has approximately 11 employees and manages $637M 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 →