Lightsquare Wealth Management, LLC

RIASEC RegisteredEst. 2023

Total AUM

$204M

Discretionary

$200M

98% of AUM

Avg account

$307K

Accounts

662

Employees

Advisory reps

Firm details

Headquarters: Bingham Farms, Michigan
CRD number: 324958
Registered since: June 21, 2023
Website: www.lightsquarewealth.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.7%
Individuals22.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Lightsquare Wealth Management, LLC operates as an independent, individual-owned registered investment adviser that positions itself as a capital allocator for individual and family clients. Registered with the SEC in 2023, the firm provides a mix of fee arrangements (percentage of AUM, hourly and fixed fees) and offers a range of advisory services: financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutional clients, pension consulting, and the selection of other advisers. The firm is not an active ESG investor and lists an industry affiliation with an insurance company.