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RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

· CRD 145682 · IAPD ↗ · redlighthouseinvestment.com · 917-660-0980

$612.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($458.8M -> $524.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.