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| White Lighthouse Investment Management SARL
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|
|---|---|
| CRD # | 172284 |
| SEC # | 801-80345 |
| CIK # | |
| AUM | $80.2 MM (2024-05-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 41225481431 |
| Address | Rue Du Grandchne 8 Lausanne, Switzerland |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 8.7 |
| (b) Individuals (high net worth individuals) | 23 | 70.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 80.2 |
| By Discretionary | ||
| Discretionary | 40 | 80.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 40 | 80.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 80.2 | |
| United States Persons | 0.0 | |
| Total | 40 | 80.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Milagre Wealth Management Inc
✚
|
NY | 0.1 |
|
Craft Asset Management LLC
✚
|
FL | 0.1 |
|
Lehmann Livian Fridson Advisors LLC
✚
|
NY | 0.1 |
|
DMK Advisor Group Inc
✚
|
FL | 0.1 |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
Cypress Capital Management US Limited
✚
|
0.1 | |
|
Federmann Financial Advisors Inc
✚
|
NY | 0.1 |
|
Buckram Securities Ltd
✚
|
NY | 0.1 |
|
Londinium Asset Management Ltd
✚
|
0.1 | |
|
Walnut Investment Services LLC
✚
|
NY | 0.1 |