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Private Wealth Daily
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The Lean 100 · 2026 edition
No.94
Lightsquare Wealth Management logo

Lightsquare Wealth Management

Bingham Farms, MI · Firm website

81%AUM growth, 2024 to 2026
$204MAUM in the 2026 filing
121%client growth
5people at the firm

AUM by filing

$113M2023
$113M2024
$131M2025
$204M2026

Clients by filing

762023
782024
792025
1722026

Key people

  • John EdmondsPresident, Chief Investment OfficerOwner · 3 years at the firm
  • Lyndon DavisPresident & CEO2 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth81%104%
  • Client growth121%43%
  • People57
  • AUM per person$40.7M$49.7M

Rank by measure

  • Official rankNo. 9481%
  • Client growthNo. 9121%
  • AUM added per personNo. 76$18.2M
  • AUM per personNo. 69$40.7M

AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.

← No. 93 O'Keefe Stevens AdvisoryNo. 95 Hendershott Wealth Management →
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Lightsquare Wealth Management: No. 94 on The Lean 100 (2026) — Private Wealth Daily