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WHITE PINE INVESTMENT CO

LIVONIA, MI · CRD 111556 · IAPD ↗ · 734-464-2532

$532.3MRegulatory AUM
3Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — WHITE PINE INVESTMENT CO crossed $500M in regulatory AUM ($465.8M -> $532.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — WHITE PINE INVESTMENT CO 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

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