Kelly Roy Caviezel

Lighthouse Wealth Strategies, LLC

26 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 Activities

Kelly is a partial owner of RCW LLC, a real estate building, with family members and clients as partners. Kelly is self-employed and uses Caviezel Wealth Management to pay business expenses, while Lighthouse Wealth Strategies is a marketing brand.