Zachary Paul
Investment adviser representative at Lighthouse Wealth Strategies, LLC
14 yearsExperience
2 statesRegistered in
$844.4MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Rep Gym Pass LLCDec 2023 to now
- TrutoroSep 2023 to now
- Sowell Management ServicesAug 2022 to now
- Lighthouse Wealth Strategies, LLCJul 2022 to now
- Alliance Wealth AdvisorsSep 2021 to Apr 2022
- Moterra CampervansMar 2021 to Jul 2021
- Backcountry.comOct 2020 to Mar 2021
- Utah StateMay 2018 to May 2022
- Bask EnterprisesJun 2017 to Apr 2020
- Accuracy AutomotiveJan 2017 to Sep 2017
- Horsehead Auto DetailSep 2016 to Nov 2018
- StudentMay 2012 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Lighthouse Wealth Strategies, LLC
$844.4MAssets managed
866Clients
12Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7605633
- Firm CRD
- 299334