Lighthouse Wealth Strategies, LLC

Lighthouse Wealth Strategies, LLC (CRD# 299334) is a financial advisory firm headquartered in Gig Harbor, WA. They manage $636,643,527 in 1,825 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
3312 Rosedale St, Suite 201, Gig Harbor, WA 98335
https://www.lighthousegigharbor.com
By the Numbers
  • Total Assets Under Management
    637
    MILLION
  • Total Number of Accounts
    1,825
    ACCOUNTS
  • Average Account Value
    $348,846
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, GA, HI, MO, NC, NE, NV, OR, SC, TN, TX, WA

Financial Advisors at Lighthouse Wealth Strategies, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Ronald Barton, financial advisor Gig Harbor WA
Ronald J. Barton
CRD#: 2191276
3312 Rosedale St, Suite 201, Gig Harbor, WA 98335

Ronald Barton (CRD# 2191276) is an Investment Advisor Representative working at Lighthouse Wealth Strategies, LLC in Gig Harbor, WA and has over 32 years of experience in the finance industry.

2
Karsten Caviezel, financial advisor Gig Harbor WA
Karsten J. Caviezel
CRD#: 2841071
3312 Rosedale St, Suite 201, Gig Harbor, WA 98335

Karsten Caviezel (CRD# 2841071) is an Investment Advisor Representative working at Lighthouse Wealth Strategies, LLC in Gig Harbor, WA and has over 24 years of experience in the finance industry.

3
Kelly Caviezel, financial advisor Gig Harbor WA
Kelly R. Caviezel
CRD#: 3159323
3312 Rosedale St, Suite 201, Gig Harbor, WA 98335

Kelly Caviezel (CRD# 3159323) is an Investment Advisor Representative working at Lighthouse Wealth Strategies, LLC in Gig Harbor, WA and has over 25 years of experience in the finance industry.

4
Megan Hayes, financial advisor Gig Harbor WA
Megan A. Hayes
CRD#: 4906596
3312 Rosedale St, Suite 201, Gig Harbor, WA 98335

Megan Hayes (CRD# 4906596) is an Investment Advisor Representative working at Lighthouse Wealth Strategies, LLC in Gig Harbor, WA and has over 11 years of experience in the finance industry.

5
William Pandiani, financial advisor Gig Harbor WA
William R. Pandiani
CRD#: 5014147
3312 Rosedale St, Suite 201, Gig Harbor, WA 98335

William Pandiani (CRD# 5014147) is an Investment Advisor Representative working at Lighthouse Wealth Strategies, LLC in Gig Harbor, WA and has over 18 years of experience in the finance industry.

6
Gabrial Mathews, financial advisor Livingston MT
Gabrial S. Mathews
CRD#: 7839446
Livingston, MT

Gabrial Mathews (CRD# 7839446) is an Investment Advisor Representative working at Lighthouse Wealth Strategies, LLC in Livingston, MT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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