Lightsquare Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LightSquare Wealth Management, LLC advises individuals — including high‑net‑worth clients — as well as trusts, retirement plans, corporations and other business entities. The firm offers discretionary asset management across stocks, bonds, ETFs, mutual funds and alternative investments, plus financial planning, consulting and retirement plan consulting, and it refers clients to third‑party money managers when appropriate.
Portfolios are tailored to client objectives and are continuously monitored and rebalanced; the firm describes using a mix of fundamental, quantitative, technical and sector analysis and may employ strategies ranging from long‑term holdings to shorter‑term trades, options and, where suitable, margin. When engaging third‑party managers the firm conducts initial due diligence, ongoing reviews and periodic client communications to align manager selection with client goals and constraints.
A noteworthy aspect of the firm is its affiliation with an insurance agency: representatives are licensed insurance agents and offer insurance products through Lightsquare Insurance Agency, a relationship the brochure discloses as a potential conflict that the firm says it will manage under its fiduciary obligations — an arrangement that is less common among peers. The firm also operates with a small advisor team managing roughly $203 million in regulatory AUM and leverages institutional custody and support services through Raymond James for execution, research and reporting.
Client services
Expertise
Fee options
Flat fees not to exceed $10,000 for financial planning and consulting services.
up to 2.25% annually (Asset Management service)
Up to $500 per hour for financial planning and consulting services.
Main office
30150 Telegraph Road, Suite 170
Bingham Farms MI 48025
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · Illinois · Maryland · Michigan · New York · North Carolina · Texas · Virgin Islands
Also doing business as
Lightsquare Wealth Management, LLC · Nayhife Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John E
Series 66
Bingham Farms, MI
Lightsquare Wealth Management, LLC
John Edmonds is a financial advisor at LightSquare Wealth Management, LLC with 18 years of industry experience. He has held positions at Raymond James & Associates Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edmonds is also the owner of En Passant, LLC and LightSquare Insurance Agency, which facilitates insurance commissions. LightSquare Wealth Management serves individual clients, trusts, retirement plans, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment instruments and analytical methods to construct individualized portfolios and provides ongoing monitoring and due diligence on recommended sub-advisors.
Lyndon D
Series 66
Bingham Farms, MI
Lightsquare Wealth Management, LLC
Lyndon Davis is a financial advisor at LightSquare Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of America, and Merrill Lynch. Outside of his advisory role, he writes books and content on finance and personal money management. LightSquare Wealth Management serves individual clients—including high-net-worth and ultra-high-net-worth individuals—trusts, retirement plans, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, employing a variety of investment instruments and analytical methods to construct individualized portfolios.
Nicole S
CFP®, Series 63, Series 66
Bingham Farms, MI
Lightsquare Wealth Management, LLC
Nicole Schmitt is a CFP® professional at Lightsquare Wealth Management, LLC with 14 years of industry experience. Her prior roles include positions at JPMorgan Securities, Morgan Stanley Smith Barney, Wells Fargo Advisors, Concorde Asset Management, and Fifth Third Securities. She also operated Schmitt Consulting for four years. Lightsquare Wealth Management advises individuals—including high-net-worth clients—as well as trusts, retirement plans, corporations, and other business entities. The firm provides discretionary asset management, financial planning, and consulting, employing a combination of fundamental, quantitative, technical, and sector analysis to tailor portfolios to client objectives.
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