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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lighthouse Wealth Strategies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lighthouse Wealth Strategies invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lighthouse Wealth Strategies?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lighthouse Wealth Strategies get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lighthouse Wealth Strategies?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 12 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}