LIGHTSQUARE WEALTH MANAGEMENT, LLC
Adviser information for LIGHTSQUARE WEALTH MANAGEMENT, LLC last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Michigan, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 184 | $106.7M |
Non-Discretionary | 43 | $6.0M |
Total | 227 | $112.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 45 | $15.0M |
HNW Individuals | 32 | $92.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $5.3M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-128092 |
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SEC ERA File Number | 801-128092 |
SEC CIK Numbers | None |
SEC CRD Numbers | 324958 |
Legal Entity Identifier | None |
Principal Office
30150 TELEGRAPH ROADSUITE 170
BINGHAM FARMS
MI
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 248-641-3540, Fax: None
Websites
Chief Compliance Officer
JOHN EDMONDS
PRESIDENT & CHIEF INVESTMENT OFFICER
30150 TELEGRAPH ROAD
SUITE 170
BINGHAM FARMS
MI
United States
Tel:
248-641-3540
J*******@********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
EDMONDS, JOHN, ROY | Individual | – | PRESIDENT, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | 05/2023 | > 75% |