Cto · Lighthouse
Zuwei Sun
CRD 6968874 · Named on Form ADV at one SEC-registered adviser
At a glance
Lighthouse, an SEC-registered wealth manager with $886,083 in regulatory assets, lists Zuwei Sun on its Form ADV as Cto, a control person.
Firms and roles
- LighthouseCtoWealth manager · United States · $1M in regulatory assets
AtlasMembers
Zuwei’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Yijia ZhangCEO, CCO, Lighthouse
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zuwei’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.