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WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.

· CRD 108030 · IAPD ↗ · 508-471-4431

$918.6MRegulatory AUM
9Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2026 — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. reported RAUM up 33% ($689.3M -> $918.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. reported RAUM up 35% ($511.1M -> $689.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. crossed $500M in regulatory AUM ($421.2M -> $511.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.