← Tributary

LIGHTSQUARE WEALTH MANAGEMENT, LLC

BINGHAM FARMS, MI · CRD 324958 · IAPD ↗ · 248-641-3540

$203.5MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — LIGHTSQUARE WEALTH MANAGEMENT, LLC reported RAUM up 55% ($131.4M -> $203.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
January 2026 — LIGHTSQUARE WEALTH MANAGEMENT, LLC notice-filed in AL, IL, VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
May 2025 — LIGHTSQUARE WEALTH MANAGEMENT, LLC notice-filed in FL, GA, MD, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2025 — LIGHTSQUARE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2024 — LIGHTSQUARE WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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