A complete list of active advisors currently associated with Lightsquare Wealth Management, LLC
Warmer can help you find a great advisor at Lightsquare Wealth Management, LLC or one who fits your needs even better.
LightSquare Wealth Management serves high-net-worth and individual clients, as well as trusts, pension plans and corporate entities, through asset management, financial planning, and retirement plan consulting. The firm reports approximately $203.5 million in assets under management—about $199.9 million discretionary and $3.68 million non‑discretionary—and uses third‑party money managers for some client accounts. Investment advice is individualized and implemented across a wide set of strategies and analytical methods, including fundamental, technical, quantitative and qualitative analysis, with allocations to alternatives, fixed income, options, margin and both short‑ and long‑term positions when appropriate. Portfolios are monitored and rebalanced regularly, and the firm also provides written financial plans and ongoing retirement‑plan monitoring for plan sponsors under ERISA standards. Noteworthy distinctions include the firm’s affiliation with an insurance agency—Lightsquare Insurance Agency—where representatives act as licensed insurance agents, a relationship disclosed in the brochure and identified as a potential conflict of interest with mitigation measures. The firm, formed in 2023, combines a compact three‑advisor structure with institutional support from Raymond James and offers some atypical consulting services for a firm its size (such as cost segregation studies, corporate structure analysis and lines-of-credit evaluation).
To learn more about the advisors currently working at Lightsquare Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bingham Farms, MI
| 19
| |
Bingham Farms, MI
| 18
| |
Bingham Farms, MI
| 10
|
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