Lighthouse Financial Services Inc
Lighthouse Financial Services Inc is an SEC-registered wealth manager in Brea, CA with $472.5M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Lighthouse Financial Services Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110367, SEC 801-55848, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $472.5M (2026-01-22)
- Firm type
- Wealth Manager
- Location
- Brea, CA
- Employees
- 6
- Clients
- 461
- CRD
- 110367
- Ownership
- MCDANIEL, GEORGE, DALE; MCDANIEL, ROBERT, GEORGE; VERITY, MICHAEL, ROBERT; MCDANIEL, SARAH, M; Herman, Muey, Koi
How much AUM does Lighthouse Financial Services Inc have?
Lighthouse Financial Services Inc reported $472.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Lighthouse Financial Services Inc?
Disclosed owners and executives of Lighthouse Financial Services Inc include MCDANIEL, GEORGE, DALE, MCDANIEL, ROBERT, GEORGE, VERITY, MICHAEL, ROBERT, MCDANIEL, SARAH, M, Herman, Muey, Koi. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.