Kathleen Quintero is not listed as a control person, but directly owns under 5% of White Lighthouse Investment Management.
White Lighthouse Investment Management is an investment adviser, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $919 million, as filed on 9 June 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7356505
- Firm
- White Lighthouse Investment Management · CRD 108030
- Role
- Chief Compliance Officer
- In role since
- June 2020 · 6 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kathleen Quintero work?
Kathleen Quintero has been Chief Compliance Officer of White Lighthouse Investment Management, Inc. since June 2020.
How can I verify Kathleen Quintero’s record?
Kathleen Quintero’s role is listed on White Lighthouse Investment Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 108030.
- Jonathan LachowitzOwner/Chief Executive Officer