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Lighthouse Wealth Management, LLC

Headquartered in CAMP HILL, PA

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Firm Information

Lighthouse Wealth Management, LLC is a registered investment advisor located in CAMP HILL, PA. They manage approximately $155 million in assets for 219 clients, including individuals, charitable organizations, and high-net-worth individuals. The firm provides financial planning and portfolio management services. They are registered with the SEC under the SEC number 801-127104.

Lighthouse Wealth Management, LLC

210 GRANDVIEW AVENUE

CAMP HILL, PA 17011

$155.00M

Assets Under Management

5

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LIGHTHOUSE WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

Camp Hill, PA

Advisors at Lighthouse Wealth Management, LLC

View All 2 Advisors
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James Kenneth Adams

CFP®, CFA®, RA

CAMP HILL, PA

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Teancum Donald Light

CFP®, RA

Camp Hill, PA

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Disclosures

There are no public disclosures for Lighthouse Wealth Management, LLC.

Frequently Asked Questions (5)

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