LightSquare Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
LightSquare Wealth Management reports 172 clients. They include 125 individual clients and 47 high-net-worth individuals. Of its assets, 98.2% ($200M across 553 accounts) are managed with discretion; $3.68M across 109 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 22% |
| High-net-worth individuals | 27% | 78% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 125 | $45.4M | 22.3% | $363K |
| High-net-worth individuals | 47 | $158M | 77.7% | $3.37M |
| Total | 172 | $204M | 100% | $1.18M |
- Clients
- 125
- Regulatory AUM
- $45.4M
- AUM share
- 22.3%
- Avg. per client
- $363K
- Clients
- 47
- Regulatory AUM
- $158M
- AUM share
- 77.7%
- Avg. per client
- $3.37M
Total
- Clients
- 172
- Regulatory AUM
- $204M
- AUM share
- 100%
- Avg. per client
- $1.18M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
LightSquare Wealth Management charges up to 2.25% a year for its Asset Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Hourly fee not to exceed $500, or a flat fee not to exceed $10,000, with a 50% retainer at signing.
- Retirement Plan Consulting
- Fee based on a percentage of plan assets under management, not to exceed 1.00%, set case by case.
John Edmonds owns 75% or more of LightSquare Wealth Management. John Edmonds is CEO. It has 5 employees, 2 of them in advisory roles.
Leadership
- John EdmondsChief Executive Officer, Chief Investment Officer, Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Lightsquare Wealth Management, LLC
John Edmonds
Control person · since May 2023
LightSquare Wealth Management’s regulatory assets grew 1.8× from $113M (June 2023) to $204M (June 2026); clients rose from 76 to 172 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $204M | 172 | 5 | 2 |
| Apr 2025April 2025 | $131M | 79 | 3 | 2 |
| Jun 2024June 2024 | $113M | 78 | 2 | 1 |
| Jun 2023June 2023 | $113M | 76 | 2 | 1 |
Besides its headquarters, LightSquare Wealth Management has 1 office, with 2 listed addresses in 1 state.
Michigan · 2 listed addresses
- 30150 Telegraph Road, Suite 170, Bingham FarmsHQ
- 33533 W 12 Mile RD, #130, Farmington Hills
Other business names
LightSquare Wealth Management has reported 1 other business name to the SEC.
- Nayhife Wealth Management
Contact and registration details
- Legal name
- Lightsquare Wealth Management, LLC
- Headquarters
- 30150 Telegraph Road, Suite 170, Bingham Farms, MI 48025
- Website
- lightsquarewealth.com
- Phone
- 248-641-3540
- SEC file
- 801-128092
- Founded
- 2023
- Structure
- Michigan LLC
- Fiscal year end
- December
LightSquare Wealth Management’s named custodian for separately managed accounts is Raymond James ($204M). LightSquare Wealth Management has custody of $22M for 21 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $204M100%
At year end, LightSquare Wealth Management’s separately managed accounts were mostly in funds (62%) and stocks (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $145M across 104 positions; the largest are Select Sector SPDR TR (12.1%), Vanguard Index Fds (8.2%) and Vanguard Index Fds (5.1%).
What the accounts hold
- Stocks25%
- Funds62%
- Bonds7%
- U.S. government and agency bonds5%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
- Other2%
- Fixed/indexed annuities2%
Reported 13F holdings
- $145M
- Reported 13F value
- 104
- Positions
- 47.8%
- In the 10 largest
- +8.7%
- Value vs. prior quarter
- Select Sector SPDR TR · ST Str Techn ETF12.1%
- Vanguard Index Fds · Value ETF8.2%
- Vanguard Index Fds · Growth ETF5.1%
- Vanguard Specialized Funds · Div App ETF4.0%
- Select Sector SPDR TR · ST Str Finl ETF3.7%
- Select Sector SPDR TR · ST Str Indl ETF3.7%
- Vanguard Whitehall Fds · High Div Yld2.8%
- Select Sector SPDR TR · ST Str Discr ETF2.8%
- Select Sector SPDR TR · ST Str Care ETF2.8%
- Nvidia Corporation2.6%
Together, the ten largest are 47.8% of reported value.
How many clients does LightSquare Wealth Management have?
LightSquare Wealth Management has 172 clients and manages $204 million for them, as of June 2026. They include 125 individual clients and 47 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 June 2026
What services does LightSquare Wealth Management offer?
LightSquare Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, 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 LightSquare Wealth Management charge?
LightSquare Wealth Management charges up to 2.25% a year for its Asset Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 12 June 2026
Which custodians does LightSquare Wealth Management use?
LightSquare Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $204M. 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 June 2026
How many financial advisors does LightSquare Wealth Management have?
LightSquare Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 LightSquare Wealth Management invest in?
At the end of its last fiscal year, LightSquare Wealth Management’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 5% U.S. government and agency bonds, 4% cash and equivalents, 2% other, 1% state and local bonds and 1% investment grade corporate bonds. The 2% other category is described as: Fixed/Indexed Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns LightSquare Wealth Management?
LightSquare Wealth Management’s direct owner is John Edmonds (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 June 2026
How does LightSquare Wealth Management get paid?
LightSquare Wealth Management is paid through a percentage of assets under management, hourly charges 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 LightSquare Wealth Management?
LightSquare Wealth Management’s main office is at 30150 Telegraph Road, Suite 170, Bingham Farms, MI 48025. Its phone number is 248-641-3540. Its website is lightsquarewealth.com.