Lighthouse Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Lighthouse Wealth Management reports 93 clients. They include 57 high-net-worth individuals and 36 individual clients. Of its assets, 100.0% ($247M across 347 accounts) are managed with discretion. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 9% |
| High-net-worth individuals | 61% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 36 | $22.3M | 9.0% | $619K |
| High-net-worth individuals | 57 | $224M | 91.0% | $3.94M |
| Total | 93 | $247M | 100% | $2.65M |
- Clients
- 36
- Regulatory AUM
- $22.3M
- AUM share
- 9.0%
- Avg. per client
- $619K
- Clients
- 57
- Regulatory AUM
- $224M
- AUM share
- 91.0%
- Avg. per client
- $3.94M
Total
- Clients
- 93
- Regulatory AUM
- $247M
- AUM share
- 100%
- Avg. per client
- $2.65M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Lighthouse Wealth Management charges up to 1.00% for its Comprehensive Planning & Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning
- Comprehensive financial planning is offered on an hourly basis at $400 per hour and may be negotiable in certain cases.
Brown Plus, Inc owns 50% to 75% of Lighthouse Wealth Management. The leadership team of Lighthouse Wealth Management includes Chief Compliance Officer Teancum Light. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Lighthouse Wealth Management, LLC
Brown Plus, Inc
Control person · since August 2022
- Owns 10% to 25% of Lighthouse Wealth Management, LLC
Lighthouse Wealth Management Services, Inc
Control person · since August 2022
- Owns 75% or more of Lighthouse Wealth Management Services, Inc
Teancum Light
Control person · since January 2020
- Owns 10% to 25% of Lighthouse Wealth Management, LLC
Vici Financial Advisors, LLC
Control person · since August 2022
- Owns 75% or more of Vici Financial Advisors, LLC
James Adams
Control person · since February 2020
Lighthouse Wealth Management’s regulatory assets grew 2.4× from $103M (November 2022) to $247M (March 2026); clients rose from 30 to 93 and employees were 2 in both filings. In 2022, BSSF Wealth LLC (wealth arm of Brown Schultz Sheridan & Fritz, now Brown Plus) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $247M | 93 | 2 | 5 |
| Apr 2025April 2025 | $200M | 79 | 2 | 5 |
| Apr 2024April 2024 | $155M | 58 | 2 | 5 |
| Nov 2022November 2022 | $103M | 30 | 2 | 1 |
Firms that joined
20221 joined
- BSSF Wealth LLC (wealth arm of Brown Schultz Sheridan & Fritz, now Brown Plus)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Lighthouse Wealth Management has 4 offices, with 5 listed addresses across 2 states.
Pennsylvania · 3 listed addresses
- 210 Grandview Avenue, Camp HillHQ
- 454 New Holland Ave, Suite 101, Lancaster
- 195 Stock St, Suite 311, Hanover
Maryland · 2 listed addresses
- 205 East Main St, Westminster
- 7420 Hayward RD, Suite 101, Frederick
Contact and registration details
- Legal name
- Lighthouse Wealth Management, LLC
- Headquarters
- 210 Grandview Avenue, Camp Hill, PA 17011
- Website
- lighthousewealth.com
- Phone
- 717-346-6333
- SEC file
- 801-127104
- Founded
- 2020
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Lighthouse Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($103M). Lighthouse Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $103M100%
At year end, Lighthouse Wealth Management’s separately managed accounts were largely in funds (43%) and stocks (31%).
What the accounts hold
- Stocks31%
- Funds43%
- Bonds8%
- Cash1%
- Other17%
- Private real estate investment trusts, private credit funds, and private equity funds all registered with the sec17%
How many clients does Lighthouse Wealth Management have?
Lighthouse Wealth Management has 93 clients and manages $247 million for them, as of March 2026. They include 57 high-net-worth individuals and 36 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Lighthouse Wealth Management offer?
Lighthouse Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Lighthouse Wealth Management charge?
Lighthouse Wealth Management charges up to 1.00% for its Comprehensive Planning & Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and requires an account of at least $1,000,000.
Which custodians does Lighthouse Wealth Management use?
Lighthouse Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $103M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Lighthouse Wealth Management have?
Lighthouse Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lighthouse Wealth Management invest in?
At the end of its last fiscal year, Lighthouse Wealth Management’s separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 17% other, 8% state and local bonds and 1% cash and equivalents. The 17% other category is described as: Private Real Estate Investment Trusts, Private Credit Funds, and Private Equity Funds All Registered With the Sec.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Lighthouse Wealth Management have a minimum investment?
Yes, Lighthouse Wealth Management’s minimum account size for its Comprehensive Planning & Investment Management Services is $1M.
Who owns Lighthouse Wealth Management?
Lighthouse Wealth Management is owned through holding companies by Teancum Light and James Adams. Its direct owners are Brown Plus, Inc (50% to 75%), Lighthouse Wealth Management Services, Inc (10% to 25%) and Vici Financial Advisors, LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Lighthouse Wealth Management get paid?
Lighthouse Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lighthouse Wealth Management?
Lighthouse Wealth Management’s main office is at 210 Grandview Avenue, Camp Hill, PA 17011. Its phone number is 717-346-6333. Its website is lighthousewealth.com.
