Firm Information

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.

Areas of Practice
Investment Management
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Advisor Information

Office location

3312 Rosedale Street NW, Suite 201, Gig Harbor, WA, 98335

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Regulatory History (4)
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Employment Separation After Allegations
June 2014
Regulatory
January 2014
Final
Regulatory
April 2012
Final
Employment Separation After Allegations
March 2011
Other Business Activities

Marty is involved in numerous real estate ventures, including ownership stakes in Hunt Tower, LLC and several other corporations (MP 4, Inc., MP 8, Inc., MP 10, Inc., and MP 12, Inc.) that own and lease properties. Marty also owns several vacation and rental properties, and dedicates minimal time to these activities, as well as fundraising for the YMCA.

Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
February 2019 - Present · 6 yrs 11 mos
Sowell Management
December 2016 - Present · 9 yrs 1 mo
Previous Registrations
Lighthouse Wealth Strategies
October 2016 - October 2016 · 0 mos
Concert Wealth Management
February 2016 - January 2017 · 11 mos
Northwest Asset Management
March 2011 - July 2014 · 3 yrs 4 mos
RBC Capital Markets, LLC
March 2000 - March 2011 · 11 yrs
RBC Capital Markets, LLC Broker
March 1998 - March 2011 · 13 yrs
Dain Rauscher IncorporatedBroker
November 1994 - March 1998 · 3 yrs 4 mos
State Registrations7 states
AZCACOIDMTTXWA
Advisor
Exams
No exam information available for this advisor.