LIGHTEDWAY ADVISORY SERVICES, INC.
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About the firm
LightedWay Advisory Services, Inc. (LWAS) is a financial services firm focused on helping clients achieve financial independence through tailored wealth management strategies. LWAS prioritizes understanding clients' situations, dreams, goals, and risk tolerance, with long-term relationships built on open and honest communication as the cornerstone of its foundation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management (investment strategies designed to work toward clients' financial goals while considering risk profile and potential tax liability reduction) and financial planning (guidance throughout career and retirement, with plans adjusted as situations change to align with short- or long-term financial goals).
Who they serve
Individuals seeking financial independence, including those navigating career and retirement journeys, who want tailored wealth management and financial planning aligned with their personal goals and risk profile.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 67 | $29M |
| High Net Worth Individuals | 200 | $83M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets - Portfolio Management | 0.50% |
| All Assets - Portfolio Management (max) | 1.50% |
| All Assets - Pension Consulting | 0.50% |
Data as of February 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LIGHTEDWAY ADVISORY SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.