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LIGHTHOUSE WEALTH MANAGEMENT, LLC

CAMP HILL, PA · CRD 307529 · IAPD ↗ · 717-346-6333

$246.8MRegulatory AUM
2Advisory reps
2Employees
7Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — LIGHTHOUSE WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — LIGHTHOUSE WEALTH MANAGEMENT, LLC reported RAUM up 29% ($155.0M -> $199.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — LIGHTHOUSE WEALTH MANAGEMENT, LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — LIGHTHOUSE WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — LIGHTHOUSE WEALTH MANAGEMENT, LLC reported RAUM up 50% ($103.0M -> $155.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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