White Lighthouse Investment Management S.a.r.l. provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
White Lighthouse Investment Management S.a.r.l. reports 37 clients. They include 26 high-net-worth individuals, 10 individual clients and 1 corporate or other business client. Of its assets, 100.0% ($105M across 37 accounts) are managed with discretion. Of its clients, 100% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 5% |
| High-net-worth individuals | 70% | 95% |
| Corporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 10 | $5.24M | 5.0% | $524K |
| High-net-worth individuals | 26 | $99.3M | 95.0% | $3.82M |
| Corporations and other businesses | 1 | $20K | 0.0% | $20K |
| Total | 37 | $105M | 100% | $2.83M |
- Clients
- 10
- Regulatory AUM
- $5.24M
- AUM share
- 5.0%
- Avg. per client
- $524K
- Clients
- 26
- Regulatory AUM
- $99.3M
- AUM share
- 95.0%
- Avg. per client
- $3.82M
- Clients
- 1
- Regulatory AUM
- $20K
- AUM share
- 0.0%
- Avg. per client
- $20K
Total
- Clients
- 37
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- $2.83M
- Clients outside the U.S.
- 100%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
White Lighthouse Investment Management S.a.r.l. charges 0.80%–1.00% for its Investment Management Based Engagement. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly or Project-Based Financial Planning
- Financial planning is billed hourly or as a fixed project fee agreed in advance, with a non-refundable 50% deposit that may be required.
Jonathan Lachowitz owns 75% or more of White Lighthouse Investment Management S.a.r.l.. The leadership team of White Lighthouse Investment Management S.a.r.l. includes Chief Compliance Officer Jonathan Lachowitz. It has 2 employees.
Leadership
Jonathan LachowitzOwner-Managing Director and Chief Compliance Officer
Staff
- 2 employees
- 2 in advisory functions
- 1 state-registered rep
- Owns 75% or more of White Lighthouse Investment Management S.a.r.l.
Jonathan Lachowitz
Control person · since May 2006
White Lighthouse Investment Management S.a.r.l.’s regulatory assets grew from $75.5M (March 2021) to $105M (May 2026); clients fell from 39 to 37 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $105M | 37 | 2 | 1 |
| Mar 2025March 2025 | $87.1M | 35 | 2 | 1 |
| May 2024May 2024 | $80.2M | 40 | 2 | 1 |
| Mar 2023March 2023 | $62.1M | 37 | 2 | 1 |
| Mar 2022March 2022 | $75.7M | 37 | 2 | 1 |
| Mar 2021March 2021 | $75.5M | 39 | 2 | 1 |
Besides its headquarters, White Lighthouse Investment Management S.a.r.l. has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- White Lighthouse Investment Management S.a.r.l.
- Headquarters
- Rue Du Grand-Chêne 8, 1003 Lausanne, Switzerland CH 1003
- Website
- white-lighthouse.ch
- Phone
- 41225481431
- SEC file
- 801-80345
- Structure
- limited liability company organized in Switzerland
- Fiscal year end
- December
White Lighthouse Investment Management S.a.r.l.’s named custodian for separately managed accounts is Swissquote Bank Sa ($105M). White Lighthouse Investment Management S.a.r.l. does not have custody of client assets.
- Swissquote Bank SaSwissquote Bank Sa · Gland · $105M100%
At year end, White Lighthouse Investment Management S.a.r.l.’s separately managed accounts were mostly in stocks (96%).
What the accounts hold
- Stocks96%
- Cash4%
How many clients does White Lighthouse Investment Management S.a.r.l. have?
White Lighthouse Investment Management S.a.r.l. has 37 clients and manages $105 million for them, as of May 2026. They include 26 high-net-worth individuals, 10 individual clients and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026
What services does White Lighthouse Investment Management S.a.r.l. offer?
White Lighthouse Investment Management S.a.r.l. provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does White Lighthouse Investment Management S.a.r.l. charge?
White Lighthouse Investment Management S.a.r.l. charges 0.80%–1.00% for its Investment Management Based Engagement. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A, filed 17 March 2026
Which custodians does White Lighthouse Investment Management S.a.r.l. use?
White Lighthouse Investment Management S.a.r.l.’s separately managed account assets are held at Swissquote Bank Sa (Gland), with $105M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026
How many financial advisors does White Lighthouse Investment Management S.a.r.l. have?
White Lighthouse Investment Management S.a.r.l. has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does White Lighthouse Investment Management S.a.r.l. invest in?
At the end of its last fiscal year, White Lighthouse Investment Management S.a.r.l.’s separately managed accounts held 96% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns White Lighthouse Investment Management S.a.r.l.?
White Lighthouse Investment Management S.a.r.l.’s direct owner is Jonathan Lachowitz (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 May 2026
How does White Lighthouse Investment Management S.a.r.l. get paid?
White Lighthouse Investment Management S.a.r.l. is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact White Lighthouse Investment Management S.a.r.l.?
White Lighthouse Investment Management S.a.r.l.’s main office is at Rue Du Grand-Chêne 8, 1003 Lausanne, Switzerland CH 1003. Its phone number is 41225481431. Its website is white-lighthouse.ch.