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LIGHTHOUSE RETIREMENT

PONTE VEDRA, FL · CRD 147403 · IAPD ↗ · lighthouseretirement.com · 772-299-7169

$284.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — LIGHTHOUSE RETIREMENT moved its main office from JACKSONVILLE, FL to PONTE VEDRA, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
64
April 2026 — LIGHTHOUSE RETIREMENT reported RAUM up 34% ($211.9M -> $284.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — LIGHTHOUSE RETIREMENT reported RAUM up 52% ($139.0M -> $211.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — LIGHTHOUSE RETIREMENT reported RAUM up 44% ($96.6M -> $139.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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