White Lighthouse Investment Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 108030
- Registered since
- January 17, 2014
- Website
- www.white-lighthouse.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.51%
- Individuals15.47%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
White Lighthouse Investment Management, Inc. is an independent registered investment adviser that began SEC registration in 2014 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. White Lighthouse is not identified as an active ESG investor and does not list itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents6%
- Private Funds4%
- Investment Grade Corp Bonds2%
Contacts
3 of 7
Eva Howland
Senior Financial PlannerCRD 6770376
John Wanvig
Financial Planner & Investment ManagerCRD 1339273
Jonathan Lachowitz
Financial Planner & Investment ManagerCRD 5778307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$774M in ETFs
91%
$701M
<1%
$73.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $133M | 1,544,459 | 17.18% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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