LIGHTHOUSE FINANCIAL ADVISORS, INC.

LIGHTHOUSE WEALTH MANAGEMENT
NEW MARKET, Maryland·4 registered advisors·CRD# 118060
SEC# 801-684682301-865-9740
01

Firm Overview

AUM
$462M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF PLAN ASSETS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LIGHTHOUSE FINANCIAL ADVISORS, INC.

4 registered advisors
Andrew Paul Wilson
NEW MARKET, Maryland
Edward S Kozlowski
NEW MARKET, Maryland
Henry Lawrence Becker
NEW MARKET, Maryland
Thomas Michael Kozlowski
NEW MARKET, Maryland
05

Office Locations

NEW MARKET, Maryland
4 advisors

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Data sourced from SEC Form ADV filings. LIGHTHOUSE FINANCIAL ADVISORS, INC. (CRD# 118060) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.