White Lighthouse Investment Management S.A.R.L.
- Regulatory AUM
- $105M
- Discretionary
- $105M
- Clients
- 37
- Avg AUM / client
- $2.8M
- Accounts
- 37
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $5.2M | 5.01% |
| High net worth individuals | 26 | $99.3M | 95.0% |
| Corporations and other businesses | 1 | $20.0K | 0.02% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Owen Lachowitz | Owner Managing Director And Chief Compliance Officer | CFP | May 2006 (20y) | 75% or more |
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) | 05/18/2026 | 991 KB | 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
- Swissquote Bank Sa $105M (100% of AUM) May 2026
- Bank Vontobel Ag $5.0M (7% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗