CRD: 108030
White Lighthouse Investment Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2010
- Office Locations
- 5
Office Locations
About White Lighthouse Investment Management, Inc.
White Lighthouse Investment Management is a Bedford, MA-based RIA serving retail and institutional clients, with a focus on retirees. The firm provides financial planning and portfolio management, including tax/estate planning and insurance/529 guidance. Portfolios are implemented primarily with ETFs and public equity strategies, with some alternative exposure. Custody is primarily with Charles Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JONATHAN OWEN LACHOWITZ
Financial Planner, Founder, Investment Manager
- CRD
- #5778307
- Ownership
- 75% or more
KATHLEEN MULLIN QUINTERO
Chief Compliance Officer, Operations Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Rylee Marie Felice
--
- CRD
- #6925937
Eva M Howland
--
- CRD
- #6770376
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $888,887,000 | $698,811 |
| Non-Discretionary | $29,755,000 | $762,949 |
| Total | $918,642,000 | $700,719 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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