Lighthouse Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gig Harbor, WA. Its latest Form ADV filing, dated March 12, 2026, reports $844M in regulatory assets under management, 13 employees, and 2,056 accounts.
Assets Under Management
$844M
Employees
13
Offices
--
Total Clients
866
Primary office
GIG HARBOR, WA
3312 ROSEDALE ST, SUITE 201, GIG HARBOR, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.6% of total clients.
Top client categories% of clientsClients
1
Individuals
74.6%
646
2
HNWI
25.4%
220
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$844Mas of March 12, 2026
Discretionary100.0%
$844M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$844M
Total Accounts2,056
10Y AUM Change+$844M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee67:1
10Y Employee Change+6 (+85.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.