Lighthouse Financial LLC
● SEC registered since 2023CRD 137277SEC# 801-128475Saint Petersburg, FL
Reg. AUM
$755.6M
Employees
1
Accounts
337
Location
Saint Petersburg, FL
Lighthouse Financial LLC assets under management
Lighthouse Financial LLC is an investment advisory firm registered with the SEC based in Saint Petersburg, FL. The firm has been registered since 2023. It reports $755.6 million in regulatory assets under management and employs 1 people.
Lighthouse Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Anthony Wotovich Control | President And Cco | Over 75% | 2003 |
Frequently asked questions
How much does Lighthouse Financial LLC manage?
Lighthouse Financial LLC reports $755.6 million in regulatory assets under management on its Form ADV.
How many employees does Lighthouse Financial LLC have?
Lighthouse Financial LLC reports 1 employees.
Where is Lighthouse Financial LLC located?
Lighthouse Financial LLC is based in Saint Petersburg, FL and has been SEC-registered since 2023.
Does Lighthouse Financial LLC disclose fund performance?
Lighthouse Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4020 Park Street N, Suite 201d, Saint Petersburg, FL 33709 |
| Phone | 727-490-5797 |
| Fax | 866-723-1162 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$755.6M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$755.6Mregulatory AUM
Discretionary $205.4MNon-discretionary $550.2M