Lighthouse Wealth Strategies, LLC (Gig Harbor)

Name: Lighthouse Wealth Strategies, LLC
Address: 3312 Rosedale St Nw, Gig Harbor, WA, 98335
Telephone: 253-948-3725

Lighthouse Wealth Strategies, LLC is a large advisory firm based in Gig Harbor. It manages $127.82 million of regulatory assets for 347 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Texas and Washington.

Lighthouse Wealth Strategies provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lighthouse Wealth Strategies: assets under management

The assets under management (AUM) of Lighthouse Wealth Strategies, LLC is $127.82 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $127.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $368.37 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 67% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 12% of the firm’s portfolio. Investments in state and local bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lighthouse Wealth Strategies, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lighthouse Wealth Strategies serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Lighthouse Wealth Strategies is high net worth individuals with 46 clients and $105.62 million of assets under management. Among the 11 most similar advisory firms, Lighthouse Wealth Strategies has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $127.82 million for 139 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Lighthouse Wealth Strategies doesn't advise any private funds.

Careers at Lighthouse Wealth Strategies, LLC

The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kimberly Marie Taurman	Managing member/chief compliance officer	1 Aug 2016	25% - 50%	2145303
George William Bonney	Member	1 Aug 2016	25% - 50%	1362160
Brian Wayne Buskirk	Member	1 Aug 2016	25% - 50%	1140602
Brady Brian Buskirk	Member	1 Aug 2016	25% - 50%	5828322
Marty Edward Paul	Member	1 Aug 2016	Other	2540039

Based in Gig Harbor

The principal office where Lighthouse Wealth Strategies, LLC performs its advisory services is located at 3312 Rosedale St Nw, Gig Harbor, WA 98335, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 253-948-3725 or by fax 253-313-5828. The normal business hours are 8:00 am - 4:00 pm monday - thursday and 8:00am - 3:00pm on friday on Monday - Friday. You can find more information about the New York firm at lighthousegigharbor.com.