BINGHAM FARMS, MICRD 324958Latest ADV March 24, 2026
Lightsquare Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bingham Farms, MI. Its latest Form ADV filing, dated March 24, 2026, reports $204M in regulatory assets under management, 5 employees, 1 office, and 662 accounts.
Assets Under Management
$204M
Employees
5
Offices
1 office
Total Clients
172
Primary office
BINGHAM FARMS, MI
30150 TELEGRAPH ROAD, SUITE 170, BINGHAM FARMS, MI, United States
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
125
2
HNWI
27.3%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of March 24, 2026
Discretionary98.2%
$200M
98% of total RAUM98.2%
Non-discretionary1.8%
$4M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$204M
Total Accounts662
10Y AUM Change+$90M (+79.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee34:1
10Y Employee Change+3 (+150.0%)
* 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.