SourcingSourcing

LIGHTSQUARE WEALTH MANAGEMENT, LLC

C45
CRD 324958·SEC 801-128092·BINGHAM FARMS, MI
AUM
$203.5M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$611K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRD
324958
SEC file #
801-128092
EIN
922923523
DBA names
—

Economics

AUM
$203.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$131.4M → $203.5M▲ +55%
Client mix
Individuals Other125
Individuals High Net Worth47

Operations

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

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/in/lyndonldavis(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EDMONDS, JOHN, ROY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
EDMONDS, JOHN, ROY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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:lightsquare.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002118318
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-12
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001754960-26-000373

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
30150 TELEGRAPH RD SUITE 170BINGHAM FARMS, MI 48025
Business
30150 TELEGRAPH RD SUITE 170BINGHAM FARMS, MI 48025
Edgar EIN
922923523
Edgar Recent Filings
13F-HR2026-05-12 · 0001754960-26-000373
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5365762
Trust Company Affiliate
No

People (3)

3
EDMONDS, JOHN, ROY
IAR · Direct Owner · 87.5%
5365762
LYNDON L DAVIS
IAR
5217885
Nicole Schmitt
IAR
5288576