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Muey Herman

Partner at Lighthouse Financial Services

Firm officerUpdated

Muey Herman has been Partner of Lighthouse Financial Services Inc, a Brea, CA investment adviser managing $473M, since July 2025.

1
Years in role
$473M
Firm AUM
461
Firm clients
5
Firm advisers

From Form ADV filed 22 January 2026Form ADV

Career

Muey Herman is not listed as a control person, but directly owns between 10% and 25% of Lighthouse Financial Services.

Lighthouse Financial Services is an investment adviser based in Brea, CA, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $473 million, as filed on 22 January 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
7430238
Role
Partner
In role since
July 2025 · 1 year
Control person
Not listed
Direct ownership
10% to 25%
Firm headquarters
Brea, CA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Muey Herman work?

Muey Herman has been Partner of Lighthouse Financial Services Inc since July 2025.

Source: Form ADV, Schedule A, filed 22 January 2026

How can I verify Muey Herman’s record?

Muey Herman’s role is listed on Lighthouse Financial Services Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110367.

Source: Form ADV, Schedule A, filed 22 January 2026

Leadership at Lighthouse Financial Services

Sources

  1. IAPD individual lookup, CRD 7430238, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Lighthouse Financial Services Inc, filed 22 January 2026. Title, control and ownership bands.