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| Happy Holidays!! thanks for using AUM13F!! |
| White Lighthouse Investment Management Inc
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| CRD # | 108030 |
| SEC # | 801-79053 |
| CIK # | 0001727593 |
| AUM | $689.3 M (2025-03-25) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 508-471-4431 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 13.1 | ||
| Apple Inc | 6.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 173.4 |
| (b) Individuals (high net worth individuals) | 129 | 515.7 |
| (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 | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,203 | 689.3 |
| By Discretionary | ||
| Discretionary | 1,167 | 671.3 |
| Non-Discretionary | 36 | 18.0 |
| Total | 1,203 | 689.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 130.6 | |
| United States Persons | 558.7 | |
| Total | 1,203 | 689.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001727593] |
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SSA Swiss Advisors AG
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