Overview
Assets Under Management: $105 million
High-Net-Worth Clients: 26
Average Client Assets: $3.8 million
Frequently Asked Questions
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172284), WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. is subject to fiduciary duty under federal law.
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. serves 26 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. offers financial planning and portfolio management for individuals. View all service details ↓
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. manages $105 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.97%
Average Client Assets: $3.8 million
Total Client Accounts: 37
Discretionary Accounts: 37
Regulatory Filings
CRD Number: 172284
Filing ID: 2085164
Last Filing Date: 2026-03-27 13:39:05