| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Owen Lachowitz Control | Owner/Chief Executive Officer | Over 75% | 2011 |
| Kathleen Mullin Quintero | Chief Compliance Officer | Under 5% | 2020 |
White Lighthouse Investment Management, Inc. reports $689.3 million in regulatory assets under management on its Form ADV.
White Lighthouse Investment Management, Inc. reports 9 employees.
White Lighthouse Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 508-471-4431 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $671.3M |
| Non-discretionary | $18M |
| Total (RAUM) | $689.3M |