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LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC
LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC
LIGHTHOUSE FINANCIAL
WILMINGTON, Delaware
·
2 registered advisors
·
CRD# 142481
SEC# 801-122261
0
302-351-5660
01
Firm Overview
AUM
$101M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Educational seminars/workshops
Other advisory services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Financial Education
Fee-Only Advisory
04
Advisors at LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC
2 registered advisors
Jule Brackett
WILMINGTON, Delaware
CRD# 6887662
Kenneth Paul Brackett
WILMINGTON, Delaware
CRD# 5249154
05
Office Locations
WILMINGTON, Delaware
2 advisors
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Data sourced from SEC Form ADV filings. LIGHTHOUSE FINANCIAL WEALTH MANAGEMENT, LLC (CRD# 142481) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.