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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Investment Advice|BINGHAM FARMS, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$131.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 117.9M |
| Non-Discretionary | 13.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 324958 |
| SEC Number | 801-128092 |
| Street Address | 30150 TELEGRAPH ROAD |
| Street Address 2 | SUITE 170 |
| Location | BINGHAM FARMS, MI 48025 |
| Country | United States |
| Phone | 248-641-3540 |
| Total Employees | 3 |
Client Count by Type (79 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 51 |
| High Net Worth Individual… | 27 |
| Charitable Organizations | 1 |
County data not available for this organization.