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LIGHTHOUSE WEALTH STRATEGIES, LLC

GIG HARBOR, WA · CRD 299334 · IAPD ↗ · lighthousegigharbor.com · 253-948-3725

$844.4MRegulatory AUM
13Advisory reps
13Employees
608Clients
101-250Planning clients
0Private funds
18States
7Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2025 — LIGHTHOUSE WEALTH STRATEGIES, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
47
September 2024 — LIGHTHOUSE WEALTH STRATEGIES, LLC notice-filed in ID, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — LIGHTHOUSE WEALTH STRATEGIES, LLC crossed $500M in regulatory AUM ($455.4M -> $636.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2024 — LIGHTHOUSE WEALTH STRATEGIES, LLC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — LIGHTHOUSE WEALTH STRATEGIES, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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