Unclaimed Profile

Marty Edward Paul

LIGHTHOUSE WEALTH STRATEGIES, LLC·GIG HARBOR, Washington

Series 7, Series 8, Series 63, Series 6526 years registeredLIGHTHOUSE WEALTH STRATEGIES, LLC

3312 ROSEDALE ST NW, GIG HARBOR, WA 98335CRD# 2540039Firm CRD# 299334

Profile Verification

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

Identity

Marty Edward Paul · GIG HARBOR, WA

Registration

CRD #2540039 · LIGHTHOUSE WEALTH STRATEGIES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

LIGHTHOUSE WEALTH STRATEGIES, LLC

Feb 2019 – present

SOWELL MANAGEMENT

Dec 2016 – present

LIGHTHOUSE WEALTH STRATEGIES

Oct 2016 – Oct 2016

GIG HARBOR, WA

CONCERT WEALTH MANAGEMENT

Feb 2016 – Jan 2017

Gig Harbor, WA

NORTHWEST ASSET MANAGEMENT

Mar 2011 – Jul 2014

GIG HARBOR, WA

RBC CAPITAL MARKETS, LLC

Mar 2000 – Mar 2011

GIG HARBOR, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · March 27, 2000

Years registered · 26

Disclosure History

2014Regulatory·Final

2012Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

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

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Frequently Asked Questions

What services does Marty Edward Paul offer?

Marty Edward Paul specializes in Financial Planning, Investment Management. Contact their office in GIG HARBOR, Washington for a consultation.

What are Marty Edward Paul's credentials?

Marty Edward Paul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marty Edward Paul located?

Marty Edward Paul 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 Marty Edward Paul charge for services?

Marty Edward Paul'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.

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