Lightbulb Wealth Management

Lightbulb Wealth Management holds an Australian Financial Services Licence (AFSL) issued by the Australian Securities and Investments Commission (ASIC). The license authorizes the firm to provide personal financial product advice, portfolio management services, and advice on managed investment schemes, superannuation, and life insurance products to Australian retail and wholesale clients.

No proprietary fund is publicly registered by Lightbulb Wealth Management. The firm operates as a financial advisory practice, constructing individually tailored portfolios using external managed funds, direct equities, and fixed income instruments — a model distinct from an asset manager operating commingled investment vehicles.

The firm uses an open-architecture approach, selecting from a broad universe of Australian and international asset managers. It is not restricted to any single fund family or proprietary product suite, and its AFSL authorizations permit it to advise across managed investment schemes, superannuation platforms, and direct securities.

No, Lightbulb does not present as a family office. ASIC records classify it as a financial services licensee providing personal advice to multiple private clients rather than managing the consolidated wealth of a single family. Its multi-client, service-based structure aligns with the Australian private-wealth advisory segment.

The firm has not published an assets-under-advice or assets-under-management figure. Its absence from institutional databases and the lack of public fund registrations suggest a modest scale typical of boutique Australian advisory practices — likely sub-A$300 million in total client portfolios based on segment norms, but unconfirmed.