White Lighthouse Investment Management, Inc.

White Lighthouse Investment Management, Inc. (CRD# 108030) is a financial advisory firm headquartered in , . They manage $511,071,000 in 1,108 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
https://www.white-lighthouse.com
By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    1,108
    ACCOUNTS
  • Average Account Value
    $461,255
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NC, NY, TX

Financial Advisors at White Lighthouse Investment Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan Lachowitz, financial advisor Bedford MA
Jonathan O. Lachowitz
CRD#: 5778307
Bedford, MA

Jonathan Lachowitz (CRD# 5778307) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Bedford, MA and has 1 year of experience in the finance industry.

2
John Wanvig, financial advisor Bedford MA
John D. Wanvig
CRD#: 1339273
Bedford, MA

John Wanvig (CRD# 1339273) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Bedford, MA and has 1 year of experience in the finance industry.

3
Otto Rivera, financial advisor Saint Cloud FL
Otto L. Rivera
CRD#: 6287758
Saint Cloud, FL

Otto Rivera (CRD# 6287758) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Saint Cloud, FL and has over 9 years of experience in the finance industry.

4
John York, financial advisor Aurich
John M. York
CRD#: 7493024
Aurich,

John York (CRD# 7493024) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Aurich, and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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