White Lighthouse Investment Management, Inc.
● SEC registered since 2014CRD 108030SEC# 801-79053
Reg. AUM
$918.6M
Employees
9
Accounts
1,311
Location
—
White Lighthouse Investment Management, Inc. assets under management
White Lighthouse Investment Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2014. It reports $918.6 million in regulatory assets under management and employs 9 people.
White Lighthouse Investment Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Owen Lachowitz Control | Owner/Chief Executive Officer | Over 75% | 2011 |
| Kathleen Mullin Quintero | Chief Compliance Officer | Under 5% | 2020 |
Frequently asked questions
How much does White Lighthouse Investment Management, Inc. manage?
White Lighthouse Investment Management, Inc. reports $918.6 million in regulatory assets under management on its Form ADV.
How many employees does White Lighthouse Investment Management, Inc. have?
White Lighthouse Investment Management, Inc. reports 9 employees.
Does White Lighthouse Investment Management, Inc. disclose fund performance?
White Lighthouse Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 508-471-4431 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$918.6M▲ 80%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$918.6Mregulatory AUM
Discretionary $888.9MNon-discretionary $29.8M