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They include 323 individual clients, 50 high-net-worth individuals and 6 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lighthouse Wealth Management offer?","answer":"Lighthouse Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lighthouse Wealth Management charge?","answer":"Lighthouse Wealth Management charges 0.30%–1.00% a year for its Portfolio Management for Individuals and Corporations. Each asset band is charged at its own rate. The fee is billed in advance and is not negotiable.","source":"LIGHTHOUSE WEALTH MANAGEMENT PART 2 OF FORM ADV:  FIRM BROCHURE, filed 26 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lighthouse Wealth Management use?","answer":"Lighthouse Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $238M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lighthouse Wealth Management have?","answer":"Lighthouse Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lighthouse Wealth Management invest in?","answer":"At the end of its last fiscal year, Lighthouse Wealth Management’s separately managed accounts held 68% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 3% investment grade corporate bonds and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lighthouse Wealth Management?","answer":"Lighthouse Wealth Management’s direct owners are Timothy Rowsey, Aaron Rowsey, Gregory Emmons and Christopher Bevington, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lighthouse Wealth Management get paid?","answer":"Lighthouse Wealth Management is paid through a percentage of assets under management and hourly charges. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}