Description of Firm Lighthouse Wealth Strategies, LLC d/b/a Lighthouse Wealth Strategies is a registered investment adviser based in Gig Harbor, Washington. We are organized as a limited liability company ("LLC") under the laws of the State of Washington. We have been providing investment advisory services since 2018. We are owned by Kimberly M. Nordi, George W. Bonney, Brian W. Buskirk, Brady B. Buskirk and Ronald Barton. The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we," "our," and "us" refer to Lighthouse Wealth Strategies and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm. Portfolio Management Services Through Wrap Fee Program We offer discretionary portfolio management services. These services are offered through a Wrap Fee Program. A Wrap Fee Program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and any other administrative fees. By participating in a Wrap Fee Program, you may end up paying more or less than you would through a Non-Wrap Fee Program where a lower advisory fee may be charged, but trade execution costs may be passed directly through to you by the executing advisor. Some additional expenses may not be included in the Wrap Fee Program and charged directly to you. These may include custodial fees, fees from trades executed away from custodian, charges imposed directly by a mutual fund, index fund, or exchange traded fund which shall be disclosed in the fund’s prospectus (e.g., fund management fees and other fund expenses), mark-ups and mark-downs, spreads paid to market makers, wire transfer fees and other fees and taxes on brokerage accounts and securities transactions. Our investment advice is tailored to meet our clients' needs and investment objectives. If you retain our firm for portfolio management services, we will review with you to determine your investment objectives, risk tolerance, and other relevant information

at the beginning of our advisory relationship. We will use the information we gather to develop a strategy that enables our firm to give you focused investment advice and/or to make investments on your behalf. As part of our portfolio management services, we may customize an investment portfolio for you according to your risk tolerance and investing objectives. We may also invest your assets using a predefined strategy, or we may invest your assets according to one or more model portfolios developed by our firm. Once we construct an investment portfolio for you, or select a model portfolio, we will monitor your portfolio's performance on an ongoing basis and will rebalance the portfolio as required by changes in market conditions and or your financial circumstances. Financial planning is provided as a complimentary service to your portfolio management engagement. In order to provide discretionary portfolio management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the amount of securities, to be purchased or sold for your account without your approval prior to each transaction. In limited circumstances, and only upon our approval, we may accept client- imposed restrictions on investing in certain securities or types of securities. Based on our evaluation of the foregoing factors, we may invest your assets according to one or more model portfolios developed by our firm. These models are designed for investors with varying degrees of risk tolerance ranging from a more aggressive investment strategy to a more conservative investment approach. Types of Investments We primarily offer advice on mutual funds, exchange traded funds, equity securities, and debt securities. Additionally, we may advise you on various types of investments based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. Assets Under Management As of the end of February 2024, Lighthouse Wealth Strategies reported $636,643,527.00 in Assets under Management managed on a discretionary basis.