Lighthouse Wealth Partners, Inc.
● SEC registered since 2024CRD 330415SEC# 801-129789
Reg. AUM
$886K
Employees
2
Accounts
10
Location
—
Lighthouse Wealth Partners, Inc. assets under management
Lighthouse Wealth Partners, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $886,083 in regulatory assets under management and employs 2 people.
Lighthouse Wealth Partners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Yijia Zhang Control | Ceo, Cco | 50-75% | 2024 |
| Zuwei Sun Control | Cto | 25-50% | 2024 |
Frequently asked questions
How much does Lighthouse Wealth Partners, Inc. manage?
Lighthouse Wealth Partners, Inc. reports $886,083 in regulatory assets under management on its Form ADV.
How many employees does Lighthouse Wealth Partners, Inc. have?
Lighthouse Wealth Partners, Inc. reports 2 employees.
Does Lighthouse Wealth Partners, Inc. disclose fund performance?
Lighthouse Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 2014679489 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$886K▲ 59%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,306 advisers
EmployeesTop 86%
More than 14% of 16,824 advisers
Assets under management
$886Kregulatory AUM
Discretionary $241KNon-discretionary $645K