Partner · Lighthouse Financial Services Inc
Muey K. Herman
CRD 7430238 · Named on Form ADV at one SEC-registered adviser
At a glance
Lighthouse Financial Services Inc, an SEC-registered wealth manager based in Brea, CA with $473 million in regulatory assets, lists Muey K. Herman on its Form ADV as Partner.
Firms and roles
- Lighthouse Financial Services IncPartnerWealth manager · Brea, CA · $473M in regulatory assets
AtlasMembers
Muey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert G. McDanielPresident, COO, & CCO, Lighthouse Financial Services Inc
- Michael R. VerityVice President & Chief Investment Officer, Lighthouse Financial Services Inc
- Jayce A. LowePartner, Lighthouse Financial Services Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Muey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.