Lighthouse Financial

Transaction overview

Reported completed

SAX Wealth Advisors announced that it acquired Lighthouse Financial in a transaction that closed on June 30, 2026. Its August 20, 2026 report said the acquisition added approximately $350 million in assets under management and adviser Martin Parlato. The AUM figure is not an acquisition price; financial terms were not disclosed.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.