Karsten Jon Caviezel

Lighthouse Wealth Strategies, LLC

25 Years of Experience

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Areas of Practice

Investment Management

Lighthouse Wealth Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

2,034 clients

Average Client Portfolio

$351K average

Assets Under Management

$713.5M

Location

3312 Rosedale St, Suite 201, Gig Harbor, WA, 98335

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History

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

Karsten is the trustee for Caviezel Wealth Management 401k and has 57% ownership in Caviezel Wealth Management LLC, dedicating nearly full-time hours to each. He also owns rental properties in Sandpoint, ID and Packwood, WA, and co-owns a vacation home in Gig Harbor, WA.