Lighthouse Advisers

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

8450 Mentor Ave Ste 100, Mentor, Ohio, 4...

Phone Number

(440) 266-1979

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1

About Lighthouse Advisers

Lighthouse Advisers is a Cleveland-based wealth management and financial planning firm that provides steady guidance and tax-intelligent planning to help clients achieve their financial goals. They offer personalized services tailored to individuals, families, businesses, and nonprofits, assisting them through various life transitions and financial decisions. The firm emphasizes a consultative approach, ensuring that clients feel supported and informed throughout their financial journey. With a commitment to education and personalized service, Lighthouse Advisers aims to empower clients to make confident financial decisions.Explore more
Lighthouse Advisers's Social MediaPopular SearchesLighthouse AdvisersLighthouse Advisors LLCLighthouse Advisers LLCLighthouse Point Advisors LLCFairport Lighthouses Advisory GroupSIC Code 62,628NAICS Code 52,523Show more

Lighthouse Advisers Org Chart

PhoneEmail
JL
United States flag for contact location.

Manager, Client Services

PhoneEmail
AG
United States flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lighthouse Advisers

<$5M
11-50
Private
<$5M
2015
JL
Julia LudwigManager, Client Services
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
11-50
Private
-
2012
RT
Ralph TiteChief Financial Officer
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
1-10
Private
-
2000
CB
Christopher BakerFinancial Advisor & Co-Founder
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lighthouse Advisers is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lighthouse Advisers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lighthouse Advisers.

Lighthouse Advisers financials insights

Gather financial insights about Lighthouse Advisers, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Lighthouse Advisers Tech Stack

A closer look at the technologies used by Lighthouse Advisers

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Frequently Asked Questions Regarding Lighthouse Advisers

What is Lighthouse Advisers's official website?
Lighthouse Advisers's official website is www.lighthouseadvisers.com
What is Lighthouse Advisers's Revenue?
Lighthouse Advisers's revenue is <$5 Million
What is Lighthouse Advisers's SIC code?
Lighthouse Advisers's SIC: 62,628
What is Lighthouse Advisers's NAICS code?
Lighthouse Advisers's NAICS: 52,523
How many employees does Lighthouse Advisers have?
Lighthouse Advisers has 11-50 employees
What industry does Lighthouse Advisers belong to?
Lighthouse Advisers is in the industry of: Finance, Securities Trading
What is Lighthouse Advisers competition?
Lighthouse Advisers top competitors include: Sunrise Wealth Partners, HighPoint Planning Partners, Oaktree Financial Advisors, WealthSpring
What technology does Lighthouse Advisers use?
Some of the popular technologies that Lighthouse Advisers uses are: Cloudflare Website Optimization, Sentry, Proofpoint, AppRiver
How do I contact Lighthouse Advisers?
Lighthouse Advisers contact info: Phone number: (440) 266-1979 Website: www.lighthouseadvisers.com
What does Lighthouse Advisers do?

Lighthouse Advisers is a Cleveland-based wealth management and financial planning firm that provides steady guidance and tax-intelligent planning to help clients achieve their financial goals. They offer personalized services tailored to individuals, families, businesses, and nonprofits, assisting them through various life transitions and financial... decisions. The firm emphasizes a consultative approach, ensuring that clients feel supported and informed throughout their financial journey. With a commitment to education and personalized service, Lighthouse Advisers aims to empower clients to make confident financial decisions.Read More

What are Lighthouse Advisers social media links?
Lighthouse Advisers Facebook page
Is Lighthouse Advisers a public company?
Lighthouse Advisers is private company therefore does not currently have an official ticker symbol
See more information about Lighthouse Advisers

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