Lighthouse Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
Lighthouse Wealth Strategies reports 866 clients. They include 646 individual clients and 220 high-net-worth individuals. Of its assets, 100.0% ($844M across 2,056 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $223K. It advised 608 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 48% |
| High-net-worth individuals | 25% | 52% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 646 | $405M | 47.9% | $627K |
| High-net-worth individuals | 220 | $440M | 52.1% | $2M |
| Total | 866 | $844M | 100% | $975K |
- Clients
- 646
- Regulatory AUM
- $405M
- AUM share
- 47.9%
- Avg. per client
- $627K
- Clients
- 220
- Regulatory AUM
- $440M
- AUM share
- 52.1%
- Avg. per client
- $2M
Total
- Clients
- 866
- Regulatory AUM
- $844M
- AUM share
- 100%
- Avg. per client
- $975K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 608
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Lighthouse Wealth Strategies is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
The leadership team of Lighthouse Wealth Strategies includes Chief Compliance Officer Gregory Syler. It has 13 employees.
Staff
- 13 employees
- 13 in advisory functions
- 13 state-registered reps
- 1 broker-dealer rep
- 6 insurance agents
- Owns 10% to 25% of Lighthouse Wealth Strategies, LLC
Kimberly Nordi
Control person · since August 2016
- Owns 10% to 25% of Lighthouse Wealth Strategies, LLC
George Bonney
Control person · since August 2016
- Owns 10% to 25% of Lighthouse Wealth Strategies, LLC
Brian Buskirk
Control person · since August 2016
- Owns 10% to 25% of Lighthouse Wealth Strategies, LLC
Brady Buskirk
Control person · since August 2016
- Owns 10% to 25% of Lighthouse Wealth Strategies, LLC
Ronald Barton
Control person · since January 2020
Lighthouse Wealth Strategies’ regulatory assets grew 3.4× from $246M (March 2021) to $844M (March 2026); clients rose from 300 to 866 and employees from 8 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $844M | 866 | 13 | 1 |
| Jul 2025July 2025 | $714M | 2,034 | 11 | 1 |
| Mar 2024March 2024 | $637M | 1,825 | 11 | 1 |
| Jun 2023June 2023 | $455M | 1,567 | 8 | 1 |
| Mar 2022March 2022 | $320M | 300 | 8 | 1 |
| Mar 2021March 2021 | $246M | 300 | 8 | 1 |
Besides its headquarters, Lighthouse Wealth Strategies has 0 offices, with 1 listed address in 1 state.
Washington · 1 listed address
- 3312 Rosedale St, Suite 201, Gig HarborHQ
Contact and registration details
- Legal name
- Lighthouse Wealth Strategies, LLC
- Headquarters
- 3312 Rosedale St, Suite 201, Gig Harbor, WA 98335
- Website
- lighthousegigharbor.com
- Phone
- 253-948-3725
- SEC file
- 801-114372
- Founded
- 2018
- Structure
- Washington LLC
- Fiscal year end
- December
Lighthouse Wealth Strategies’ named custodian for separately managed accounts is Charles Schwab ($637M). Lighthouse Wealth Strategies does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $637M100%
At year end, Lighthouse Wealth Strategies’ separately managed accounts were mostly in stocks (67%) and bonds (24%).
What the accounts hold
- Stocks67%
- Bonds24%
- Investment grade corporate bonds15%
- State and local bonds7%
- U.S. government and agency bonds2%
- Cash9%
How many clients does Lighthouse Wealth Strategies have?
Lighthouse Wealth Strategies has 866 clients and manages $844 million for them, as of March 2026. They include 646 individual clients and 220 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Lighthouse Wealth Strategies offer?
Lighthouse Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Lighthouse Wealth Strategies use?
Lighthouse Wealth Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $637M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does Lighthouse Wealth Strategies have?
Lighthouse Wealth Strategies has 13 investment adviser representatives registered with state securities authorities, out of 13 employees, and 13 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 6 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
What does Lighthouse Wealth Strategies invest in?
At the end of its last fiscal year, Lighthouse Wealth Strategies’ separately managed accounts held 67% exchange-traded equities, 15% investment grade corporate bonds, 9% cash and equivalents, 7% state and local bonds and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lighthouse Wealth Strategies?
Lighthouse Wealth Strategies’ direct owners are Kimberly Nordi, George Bonney, Brian Buskirk, Brady Buskirk and Ronald Barton, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Lighthouse Wealth Strategies get paid?
Lighthouse Wealth Strategies is paid through a percentage of assets under management and fixed fees. 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 Strategies?
Lighthouse Wealth Strategies’ main office is at 3312 Rosedale St, Suite 201, Gig Harbor, WA 98335. Its phone number is 253-948-3725. Its website is lighthousegigharbor.com.
