← Back to searchVisit website
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
CRD 108030 · SEC 801-79053
CA, United States
Phone
508-471-4431
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$918.6M
Discretionary AUM
$888.9M
Team
9 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $142.2M |
| High net worth individuals | 170 | $776.3M |
| Corporations/business entities | 1 | $157K |
States served
CA, CO, MA, NY, NC, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD