Ronald James Barton

Lighthouse Wealth Strategies, LLC

33 Years of Experience

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Firm Information

Lighthouse Wealth Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

2,034 clients

Average Client Portfolio

$351K average

Assets Under Management

$713.5M

Fee Structure

This brochure supplement provides information about Martin Edward Paul. Refer to the Lighthouse Wealth Strategies Brochure for fee information.

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Areas of Practice

Investment Management

Advisor Information

Office location

3312 Rosedale St, Suite 201, Gig Harbor, WA, 98335

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Ronald owns two residential rental properties and spends minimal time on their management. He also advises on annuities through Veritas Independent Partners, dedicating a few hours per week to this activity.