Lighthouse Financial

Overview

Lighthouse Financial is an SEC registered investment adviser based in Saint Petersburg, FL, registered since 2003. It reports $756M in assets under management across 337 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$756M

Discretionary

27%

Accounts

337

Average account

$2.2M

Employees

1

Advisory reps

1

Registered since

2003

Jurisdictions

7

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Steven Anthony Wotovich President, Chief Compliance Officer CRD 2667287

Advisory reps 1 of 1

• Steven Anthony Wotovich Investment Adviser Rep CRD 2667287

Location

Headquarters

4020 Park St N Ste 201D
Saint Petersburg, FL 33709

County

Pinellas

Metro area

Tampa-St. Petersburg-Clearwater, FL

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: lighthousefinancial.info

Every state, with registration dates

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