Lighthouse Retirement
Lighthouse Retirement is an SEC-registered wealth manager in Jacksonville, FL with $284.6M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Lighthouse Retirement: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147403, SEC 801-120237, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $284.6M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Jacksonville, FL
- Employees
- 1
- Clients
- 182
- CRD
- 147403
- Ownership
- PARLATO, MARTIN, DOUGLAS
How much AUM does Lighthouse Retirement have?
Lighthouse Retirement reported $284.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Lighthouse Retirement?
Disclosed owners and executives of Lighthouse Retirement include PARLATO, MARTIN, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.