Wealth manager, independent
Lighthouse
Lighthouse Wealth Partners, Inc. · SEC-registered investment adviser · CRD 330415 · SEC 801-129789
At a glance
Lighthouse is an SEC-registered investment adviser based in United States, with $886,083 in regulatory assets under management as of its Form ADV filed July 6, 2026. Its largest client group by assets is individuals, and it reports 6 individual clients. By Form ADV it is a wealth manager, ranked 8,840th of 8,915 wealth managers and 16,452nd of 17,210 SEC-registered advisers by assets.
lighthouseinvest.ioLinkedInAs filed on Form ADV
- Regulatory AUM
- $1M
- Rank among wealth managers
- #8,840 of 8,915
- Rank among all SEC RIAs
- #16,452 of 17,210
- Individual clients
- 6
- High-net-worth clients
- 0
- Accounts
- 10
- Discretionary
- 27% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Yijia ZhangCEO, CCO
- Zuwei SunCto
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 6 | $1M | 100% |
Disciplinary disclosures
Lighthouse reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗lighthouseinvest.io ↗
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The full record on Lighthouse
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 50 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Lighthouse manage?
Lighthouse reports $886,083 in regulatory assets under management across 10 accounts, 27% of it on a discretionary basis, on its Form ADV filed July 6, 2026.
What kind of firm is Lighthouse?
Lighthouse is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Lighthouse’s clients?
By assets, its largest client types are individuals ($886,083, 6 clients).
Does Lighthouse have any disciplinary history?
Lighthouse reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Lighthouse’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →