ADV Disclosures

Part 1 of SEC Form ADV provides basic information about the firm’s organization and clients and is available at the SEC’s website. Search for Lighthouse Wealth Management in the advisor search part of the SEC website.

Part 2 includes information about our services, fees, and investment strategies. You can download a PDF version of our Form ADV Part 2 by clicking:

SEC Form CRS (Client Relationship Summary, Form ADV Part 3)

Summary of Material Changes 2020

Code of Ethics

Lighthouse Wealth Management ADV Part 2

ADV Part 2b Tom Kozlowski

ADV Part 2b Andy Wilson

ADV Part 2b Ed Kozlowski

ADV Part 2b Henry Becker

ADV Part 2b Katy Chase

ADV Part 2b Jonathan Winkert

ADV Part 2b Mike Wali

ADV Part 2b Brian Wiliamson

ADV Part 2b John Williamson