Lighthouse Wealth Management

Lighthouse Wealth Management (CRD# 118060) is a financial advisory firm headquartered in New Market, MD. They manage $313,163,721 in 1,841 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    1,841
    ACCOUNTS
  • Average Account Value
    $170,105
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.

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

Financial Advisors at Lighthouse Wealth Management
Showing 1 - 7 of 7 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 20 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 33 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
Katy L. Chase
CRD#: 6152219
164 West Main Street, Suite F, New Market, MD 21774
93
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. Katy Chase 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.

5
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.

6
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 24 years of experience in the finance industry.

7
Jullie A. Caniford
CRD#: 6116319
164 West Main Street, Suite F, New Market, MD 21774
68
Wealthminder
score

Jullie Caniford (CRD# 6116319) is an Investment Advisor Representative working at Lighthouse Wealth Management in New Market, MD and has over 5 years of experience in the finance industry.

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