Lighthouse Wealth Management

Lighthouse Wealth Management (CRD# 118060) is a financial advisory firm headquartered in New Market, MD. They manage $213,296,643 in 1,661 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    1,661
    ACCOUNTS
  • Average Account Value
    $128,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, LA, MD, MI, NC, NY, PA, SC, TX, VA, WV

Financial Advisors at Lighthouse Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Henry L. Becker
CRD#: 2279285
164 West Main Street, Suite F, New Market, MD 21774
96
Wealthminder
score

Henry Becker (CRD# 2279285) is an Investment Advisor Representative working at Lighthouse Wealth Management in New Market, MD and has over 19 years of experience in the finance industry. Henry Becker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas M. Kozlowski
CRD#: 1535973
164 West Main Street, Suite F, New Market, MD 21774
96
Wealthminder
score

Thomas Kozlowski (CRD# 1535973) is an Investment Advisor Representative working at Lighthouse Wealth Management in New Market, MD and has over 31 years of experience in the finance industry. Thomas Kozlowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael C. Wali
CRD#: 1299928
164 West Main Street, Suite F, New Market, MD 21774
96
Wealthminder
score

Michael Wali (CRD# 1299928) is an Investment Advisor Representative working at Lighthouse Wealth Management in New Market, MD and has over 32 years of experience in the finance industry. Michael Wali has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Edward S. Kozlowski
CRD#: 5185902
164 West Main Street, Suite F, New Market, MD 21774
93
Wealthminder
score

Edward Kozlowski (CRD# 5185902) is an Investment Advisor Representative working at Lighthouse Wealth Management in New Market, MD and has over 11 years of experience in the finance industry.

5
Andrew P. Wilson
CRD#: 1978779
164 West Main Street, Suite F, New Market, MD 21774
93
Wealthminder
score

Andrew Wilson (CRD# 1978779) is an Investment Advisor Representative working at Lighthouse Wealth Management in New Market, MD and has over 23 years of experience in the finance industry.

6
Katy L. Chase
CRD#: 6152219
164 West Main Street, Suite F, New Market, MD 21774
89
Wealthminder
score

Katy Chase (CRD# 6152219) is an Investment Advisor Representative working at Lighthouse Wealth Management in New Market, MD and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.