# LightedWay Advisory Services

LightedWay Advisory Services is a Bank / Wealth / Trust based in Harrison, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Harrison, United States
- **Region:** North America
- **Address:** Harrison, NY, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** lightedwayadvisory.com
- **LinkedIn:** https://linkedin.com/company/lightedway-advisory-services-inc.

## Regulatory record

- **CRD number:** 312712
- **SEC file number:** 801-120390
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

LightedWay Advisory Services was established in 2021 and operates from Harrison, New York. The firm provides asset management, financial planning, and portfolio management services, with a stated focus on individuals and high-net-worth individuals. Its formation during a period of heightened retail engagement and advisor movement reflects a broader trend of new RIA launches in suburban New York. The firm's investment approach centers on advisory and discretionary portfolio management, though specific asset-class allocations, portfolio construction methodology, and investment vehicles are not publicly detailed. Its geographic footprint is concentrated in the New York metropolitan area. Professional headcount and total assets under advisement have not been publicly reported. The firm does not list additional offices or affiliated entities such as philanthropic foundations, real-asset arms, or operating businesses. No verifiable operational events from the last 24 months — such as key hires, office expansions, or regulatory filings — are publicly available. LightedWay's structural posture is that of a lean, principal-driven advisory practice rather than a multi-family office or institutionally scaled platform. The lack of publicly disclosed principals, team size, or succession structure limits visibility into governance. For allocators and peer firms, the firm represents an early-stage wealth management practice whose investable universe and client concentration remain opaque.

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Updated: 2026-08-11T02:43:31.692Z

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