Lighthouse Wealth Management Inc.
Lighthouse Wealth Management, Inc. is a registered investment adviser headquartered in Ashland, Ohio. Founded in August 2011, the firm operates as a corporation under Ohio state law. It provides investment advisory and portfolio management services tailored to individual and client objectives. The team is led by Founder and CEO Tim Rowsey, President Greg Emmons, Vice President Aaron Rowsey, and CFO Chris Bevington. The firm serves a range of clients, including individuals (both high net worth and non-high net worth), as well as charitable organizations and businesses. Lighthouse Wealth Management currently employs 5 staff members.
Investment Strategy
Lighthouse Wealth Management, Inc. offers continuous and regular investment supervisory services on a discretionary basis. Their investment advice is tailored to the needs and goals of clients, with portfolios typically diversified across equities and ETFs such as QQQ, SCHD, HEFA, and COWZ, constituting a significant part of clients' holdings. The firm focuses primarily on asset allocation strategies appropriate for individuals and charitable organizations, seeking long-term growth and risk-adjusted returns according to each client's financial circumstances and objectives.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 12.04% | $14.8M | 24,698 | $510.84 | $600.37 | +$1.1M |
H HEFA | ISHARES TR | 10.43% | $12.9M | 324,495 | $34.78 | $39.61 | +$203.1K |
S SCHD | SCHWAB STRATEGIC TR | 10.14% | $12.5M | 457,715 | $27.32 | $27.30 | -$307.9K |
S SCHK | SCHWAB STRATEGIC TR | 9.36% | $11.5M | 359,078 | $28.44 | $32.12 | +$1.3M |
C COWZ | PACER FDS TR | 7.82% | $9.6M | 167,544 | $56.45 | $57.47 | -$879.1K |