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, SEC-registered registered investment adviser that began registration in 2014 and is individually owned. The firm advises both individual and family clients as well as institutional investors, providing financial planning and portfolio management services geared toward individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor, is not classified as a multi-state adviser in the FINTRX record, and does not act 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 6Eva 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 123Active vs passive
$693M in ETFs
89%
$619M
<1%
$74.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $108M | 248,021 | 15.63% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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