Lightsquare Wealth Management, LLC
Lightsquare Wealth Management, LLC (CRD# 324958) is a financial advisory firm headquartered in Bingham Farms, MI. They manage $112,656,799 in 227 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Lightsquare Wealth Management, LLC
By the Numbers
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Total Assets Under Management113MILLION
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Total Number of Accounts227ACCOUNTS
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Average Account Value$496,285
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, NC, NH, TX
Financial Advisors at Lightsquare Wealth Management, LLC
1
John Edmonds (CRD# 5365762) is an Investment Advisor Representative working at Lightsquare Wealth Management, LLC in Bingham Farms, MI and has over 16 years of experience in the finance industry.
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