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Lighthouse Wealth Management

Lighthouse Wealth Management Revenue

Financial ServicesFlag of USAtlanta, Georgia, United States11-20 Employees

$

Lighthouse Wealth Management revenue & valuation

Annual revenue$1,283,325
Revenue per employee$86,000
Estimated valuation?$4,200,000
Total fundingNo funding

Key Contact at Lighthouse Wealth Management

Flag of AU

Hamish Pym

Director

Company overview

Headquarters3348 Peachtree Rd. N.E, Tower 200 Suite 726, Atlanta, GA 30326, US
NAICS52
Keywords
Active Asset Management, Customized Retirement Income Solutions, Financial Efficiency
Founded2009
Employees11-20

Lighthouse Wealth Management Email Formats

Lighthouse Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@lightwealth.com), used 100% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@lightwealth.com
100%

About Lighthouse Wealth Management

Wealth Management... Having wealth is having the ability to enjoy our lives, however we choose, without the stress of finances; to be able to love the people close to us and laugh freely. Wealth can provide peace of mind. I believe that good people are often left behind when it comes to the understanding of how to create and maintain wealth. Maybe you have found, like I have, that most people feel like they take 3 steps forward, only to take 2 steps backwards. I believe that although everyone knows something about money, there are things we just don't know and definitely things people just don't do. It is the things that most people don't know and don't do that have hurt them over the last year, could be hurting them now and could hurt them in the future. Lighthouse Wealth Management is a firm that takes the approach that we are your partner in the business of your investments and your wealth; we succeed when you succeed. We strive to understand why you want what you want in order to help you manage your ability to create and maintain wealth. We do this by spending time getting to know you, analyzing one’s cash flow and investment accounts. We assess and discuss recommended adjustments for improved growth, tax, risk and cash flow efficiency. We educate our clients in reducing and elimination risk within their IRAs, 401ks and brokerage accounts without sacrificing quality returns. Through life, long term care, and disability insurance we protect our clients from unforeseen events in life that can cripple their ability to maintain their wealth and their desired lifestyle. By partnering with experienced CPA's, Estate Planning attorneys, real estate consultants, business planners, and marketing gurus Lighthouse Wealth Management is able to guide our clients with excellence in support and financial planning throughout all phases of life. Wealth means different things to different people. What does it mean to you?

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
Director

Employees by Department

Lighthouse Wealth Management has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Lighthouse Wealth Management has never raised funding before.

Frequently asked questions

Lighthouse Wealth Management is located in Atlanta, Georgia, US.
Lighthouse Wealth Management generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.
Lighthouse Wealth Management has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Lighthouse Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Lighthouse Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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