Lightsquare Wealth Management, LLC
● SEC registered since 2023CRD 324958SEC# 801-128092Bingham Farms, MI
Reg. AUM
$203.5M
Employees
5
Accounts
662
Location
Bingham Farms, MI
Lightsquare Wealth Management, LLC assets under management
Lightsquare Wealth Management, LLC operates as an SEC-registered investment adviser based in Bingham Farms, MI. The firm has been registered since 2023. It reports $203.5 million in regulatory assets under management and employs 5 people.
Lightsquare Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Roy Edmonds Control | Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Lightsquare Wealth Management, LLC manage?
Lightsquare Wealth Management, LLC reports $203.5 million in regulatory assets under management on its Form ADV.
How many employees does Lightsquare Wealth Management, LLC have?
Lightsquare Wealth Management, LLC reports 5 employees.
Where is Lightsquare Wealth Management, LLC located?
Lightsquare Wealth Management, LLC is based in Bingham Farms, MI and has been SEC-registered since 2023.
Does Lightsquare Wealth Management, LLC disclose fund performance?
Lightsquare Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30150 Telegraph Road, Suite 170, Bingham Farms, MI 48025 |
| Phone | 248-641-3540 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$203.5M▲ 55%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$203.5Mregulatory AUM
Discretionary $199.9MNon-discretionary $3.7M