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WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L.

1003 LAUSANNE, Switzerland · CRD 172284 · IAPD ↗ · white-lighthouse.ch · 41 22 548 1431

$104.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
June 2024 — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. moved its main office from 1006 LAUSANNE, to 1003 LAUSANNE, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
30
April 2024 — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. reported RAUM up 29% ($62.1M -> $80.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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