SourcingSourcing

LIGHTHOUSE WEALTH MANAGEMENT, LLC

C48
CRD 307529·SEC 801-127104·CAMP HILL, PA
AUM
$246.8M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$740K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIGHTHOUSE WEALTH MANAGEMENT, LLC
CRD
307529
SEC file #
801-127104
EIN
—
DBA names
—

Economics

AUM
$246.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$199.7M → $246.8M▲ +24%
Client mix
Individuals High Net Worth57
Individuals Other36

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
CAMP HILL PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROWN PLUS, INC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BROWN PLUS, INC
LIGHTHOUSE WEALTH MANAGEMENT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:lighthouse.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
LIGHT, TEANCUM, DONALD
IAR · Executive Officer · 2.5%
6845725
JAMES KENNETH ADAMS
IAR
5971737