Lighthouse Wealth Management
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Lighthouse Wealth Management - overview
Established
1992
Location
-, MD, US
Primary Industry
Financial Services
About
Based in Maryland, US, and established in 1992, Lighthouse Wealth Management operates as a registered investment adviser (RIA) that provides financial planning and wealth management services to families and individuals throughout the US. Thomas Kozlowski and Andrew Wilson were the co-founders of the company operating with 3 offices located in the Mid-Atlantic region, Fulton, Maryland, and Virginia Beach, Virginia as of 2021. In June 2021, Lighthouse Wealth Management was acquired by Wealth Enhancement Group, LLC. The company offers advisory services focused on wealth management which include investment management, financial planning, tax preparation, and estate planning to families or individuals near retirement.
Following the expected acquisition in June 2021, Lighthouse Wealth Management will partner with Wealth Enhancement Group, LLC to help strengthen its presence in the Mid-Atlantic region which will be the company's third office.
Current Investors
Wealth Enhancement Group, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Personal Insurance
Website
www.lighthousewlth.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Lighthouse Wealth Management - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Lighthouse Wealth Management | - |
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