# Lighthouse Wealth Management, LLC

> Lighthouse Wealth Management, LLC is an SEC-registered investment advisory firm in Camp Hill, PA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 307529
- Filed as: LIGHTHOUSE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Camp Hill, PA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307529
- AdvisorCensus page: https://advisorcensus.com/firm/lighthouse-wealth-management-llc-camp-hill-pa-307529

## Quick answers

**How is Lighthouse Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lighthouse Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Lighthouse Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $400 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lighthouse Wealth Management, LLC located?**
Lighthouse Wealth Management, LLC's principal office is in Camp Hill, PA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Lighthouse Wealth Management, LLC registered with the SEC or a state?**
Lighthouse Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 307529.

**How much does Lighthouse Wealth Management, LLC manage?**
Lighthouse Wealth Management, LLC reports $246,761,584 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Lighthouse Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Lighthouse Wealth Management, LLC: Regulatory assets under management: $103,000,000 in the October 2023 data and $246,761,584 in the October 2026 data, up 140%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lighthouse Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (36).

**Which custodians does Lighthouse Wealth Management, LLC use?**
Lighthouse Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lighthouse Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307529

**Does Lighthouse Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Lighthouse has a minimum account size requirement of $1,000,000. Exceptions may apply at the discretion of Lighthouse."

**What changed in Lighthouse Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $199,749,000 to $246,761,584 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Lighthouse has a minimum account size requirement of $1,000,000. Exceptions may apply at the discretion of Lighthouse.

- Hourly rate: $400 an hour (financial planning services)

> Hourly Financial Planning Engagements are offered at $400 per hour. The fee may be negotiable in certain cases and is due at the completion of the engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $246,761,584
- Discretionary: $246,761,584
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $22,286,365 |
| High net worth individuals | 57 | $224,475,219 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Frederick, MD
- Hanover, PA
- Lancaster, PA
- Westminster, MD

### Websites listed on Form ADV (Item 1.I)
- lighthousewealth.com
- Facebook @Lighthouse-Wealth-Management-Inc-108821734817516
- LinkedIn @lighthouse-wealth-management-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $103,000,000 | 2 | November 28, 2022 |
| October 2024 | $155,000,000 | 2 | April 1, 2024 |
| October 2025 | $199,749,000 | 2 | April 1, 2025 |
| October 2026 | $246,761,584 | 2 | March 24, 2026 |

Regulatory assets under management: $103,000,000 in the October 2023 data and $246,761,584 in the October 2026 data, up 140%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $199,749,000 to $246,761,584 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lighthouse Wealth Management, LLC (CRD 307529): Form ADV filing data as of October 2026.