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| Happy Holidays!! thanks for using AUM13F!! |
| White Lighthouse Investment Management SARL
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|---|---|
| CRD # | 172284 |
| SEC # | 801-80345 |
| CIK # | |
| AUM | $87.1 M (2025-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 41225481431 |
| Address | Rue Du Grandchne 8 Lausanne, Switzerland |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 78.7 |
| (b) Individuals (high net worth individuals) | 21 | 7.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 87.1 |
| By Discretionary | ||
| Discretionary | 35 | 87.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35 | 87.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 87.1 | |
| United States Persons | 0.0 | |
| Total | 35 | 87.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Proxy Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Federmann Financial Advisors Inc
✚
|
NY | 0.1 |
|
Amazz Investment Management Inc
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|
NY | 0.1 |
|
Lyon Capital Management LLC
✚
|
NY | 0.1 |
|
Sterling Asset Management Co Inc
✚
|
0.1 | |
|
Capital Design Private Wealth LLC
✚
|
NH | 0.1 |
|
Rubin Overseas Ltd
✚
|
0.1 | |
|
Capital Endurance Group Inc
✚
|
GA | 0.1 |
|
DMK Advisor Group Inc
✚
|
FL | 0.1 |
|
SHFP LLC
✚
|
0.1 |