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| White Lighthouse Investment Management Inc
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| |
|---|---|
| CRD # | 108030 |
| SEC # | 801-79053 |
| CIK # | 0001727593 |
| AUM | $511.1 MM (2024-03-27) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 508-471-4431 |
| Address | 5 Dutton Lane Bedford, MA 01730 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 11.1 | ||
| AAPL | 2,382,844.0 | 7.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 135.2 |
| (b) Individuals (high net worth individuals) | 115 | 375.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,108 | 511.1 |
| By Discretionary | ||
| Discretionary | 1,076 | 498.2 |
| Non-Discretionary | 32 | 12.9 |
| Total | 1,108 | 511.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 79.7 | |
| United States Persons | 431.4 | |
| Total | 1,108 | 511.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001727593] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
West Branch Capital LLC
✚
|
MA | 0.5 |
|
Golden State Asset Management LLC
✚
|
CA | 0.5 |
|
HFR Wealth Management LLC
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|
NY | 0.5 |
|
Woodward Financial Advisors Inc
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NC | 0.5 |
|
Lawrence W Kelly & Associates Inc
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CA | 0.5 |
|
Carlson & Company Financial Services LLC
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KS | 0.5 |
|
Blue Fin Capital Inc
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|
RI | 0.5 |
|
TCFG Investment Advisors LLC
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|
CA | 0.5 |
|
Raab & Moskowitz Asset Management LLC
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|
NJ | 0.5 |
|
Neumann Capital Management LLC
✚
|
CA | 0.5 |