Data / Investment advisers / Washington / Lighthouse Wealth Strategies, LLC
Lighthouse Wealth Strategies, LLC, Gig Harbor, WA: $844 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lighthouse Wealth Strategies, LLC is an SEC registered investment adviser with its main office in Gig Harbor, Washington and reports $844 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Lighthouse Wealth Strategies, LLC (CRD number 299334): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 299334
- SEC file number
- 801-114372
- SEC status
- Approved, effective December 3, 2018
- Main office
- 3312 Rosedale St Suite 201, Gig Harbor, WA 98335
- Phone
- (253) 948-3725
- Website
- lighthousegigharbor.com
- Regulatory AUM
- $844,414,614 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $844,414,614
- Accounts
- 2,056
- Employees
- 13, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 220 | $439.6 million |
| Individuals (other than high net worth individuals) | 646 | $404.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $844.4 million | March 12, 2026 |
| December 1, 2025 | $713.5 million | October 14, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Johnson Bixby | Vancouver | $933.7 million | Not listed | adviserinfo.sec.gov |
| Northern Capital Management, Inc. | Spokane | $918.2 million | Not listed | adviserinfo.sec.gov |
| Marsjewett Financial Group | Bellevue | $901.4 million | Not listed | adviserinfo.sec.gov |
| Elite Wealth Management, Inc. | Kirkland | $861.3 million | Not listed | adviserinfo.sec.gov |
| Integrated Quantitative Investments LLC | Bellevue | $844.8 million | Not listed | adviserinfo.sec.gov |
| Benchmark Plus Management | Gig Harbor | $767.4 million | 9 | adviserinfo.sec.gov |
| Financial Insights Wealth Management | Tacoma | $746.7 million | Not listed | adviserinfo.sec.gov |
| Pike Street Capital | Seattle | $727.4 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Lighthouse Wealth Strategies, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.