White Lighthouse Investment Management, Inc.
- Regulatory AUM
- $919M
- Discretionary
- $889M
- Clients
- 406
- Avg AUM / client
- $2.3M
- Accounts
- 1,311
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 235 | $142M | 15.5% |
| High net worth individuals | 170 | $776M | 84.5% |
| Corporations and other businesses | 1 | $157K | 0.02% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Owen Lachowitz | Owner/Chief Executive Officer | CFP | Jun 2010 (16y) | 75% or more |
| Quintero, Kathleen, Mullin | Chief Compliance Officer | Jun 2020 (6y) | Less than 5% | |
| John Decker Wanvig | Registered representative | CFP | Jul 2018 (8y) | |
| John Michael York | Registered representative | CFP | Jan 2022 (5y) | |
| Eva M Howland | Registered representative | CFP | Feb 2025 (1y) | |
| Roberta Tondo | Registered representative | CFP | Mar 2026 (0y) | |
| Rylee Marie Felice | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $658M (72% of AUM) Jun 2026
- Pershing $153M (17% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗