{"url":"https://nivawealth.com/firms/white-pine-investment-111556","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111556","regulatoryAum":532280488,"crd":"111556","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5123620","suffix":"CFA","lastName":"DIGIOVANNI","firstName":"ANTHONY","middleName":"JOSEPH"},{"crd":"4784523","suffix":null,"lastName":"JOHNSON","firstName":"WILLIAM","middleName":"JOEL"},{"crd":"2748780","suffix":null,"lastName":"Porter","firstName":"Stefanie","middleName":"Ann"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-11","regulatoryAum":341605326,"clients":291,"employees":6,"offices":1},{"filedOn":"2022-03-04","regulatoryAum":399986095,"clients":295,"employees":3,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":347445967,"clients":305,"employees":6,"offices":1},{"filedOn":"2024-05-02","regulatoryAum":405191926,"clients":326,"employees":6,"offices":1},{"filedOn":"2025-03-14","regulatoryAum":465784043,"clients":341,"employees":7,"offices":1},{"filedOn":"2026-03-26","regulatoryAum":532280488,"clients":355,"employees":7,"offices":1}],"secFileNumber":"801-55054","legalName":"White Pine Investment Company","displayName":"White Pine Investment","slug":"white-pine-investment-111556","website":"https://wpinv.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/111556/fe03a48adcdc07ee-r1.webp","tone":"light","width":495,"height":200,"sourceUrl":"https://wpinv.com/","sourceLabel":"White Pine Investment CO, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/white-pine-investment-co-","xUrl":"https://twitter.com/InvestWhitePine","founded":"1997","organization":"Michigan corporation","fiscalYearEnd":"December","headquarters":{"street":"17199 Laurel Park DR North, Suite 220","city":"Livonia","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48152"},"tradeNames":[],"registration":{"secApproved":"21 November 1997","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1590195.04601227,"staff":{"employees":7,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":532280488,"discretionary":518403585,"discretionaryAccounts":1078,"nonDiscretionary":13876903,"nonDiscretionaryAccounts":35,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":219,"regulatoryAum":70071428},{"label":"High-net-worth individuals","clients":107,"regulatoryAum":448332157},{"label":"Charitable organizations","clients":29,"regulatoryAum":13876903}],"feePrograms":[{"role":"main","program":"Investment management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027202","versionId":1027202,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-26","documentName":"2025 ANNUAL ADV PART II","fee_rate_low":0.15,"fee_rate_high":1.1,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Flat-fee financial planning and specialized services","summary":"Financial planning, estate planning coordination and project-based consulting outside investment management may be charged a fixed flat fee set in a separate statement of work; 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They include 219 individual clients, 107 high-net-worth individuals and 29 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does White Pine Investment offer?","answer":"White Pine Investment provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does White Pine Investment charge?","answer":"White Pine Investment charges 0.15%–1.10% a year for its Investment management. The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"2025 ANNUAL ADV PART II, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does White Pine Investment use?","answer":"White Pine Investment’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $532M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does White Pine Investment have?","answer":"White Pine Investment has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does White Pine Investment invest in?","answer":"At the end of its last fiscal year, White Pine Investment’s separately managed accounts held 74% exchange-traded equities, 13% investment grade corporate bonds, 10% U.S. government and agency bonds and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does White Pine Investment have a minimum investment?","answer":"Yes, White Pine Investment’s minimum account size for its Investment management is $500K.","source":"2025 ANNUAL ADV PART II, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns White Pine Investment?","answer":"White Pine Investment’s direct owners are Anthony Digiovanni (50% to 75%), William Johnson (10% to 25%), Stefanie Porter (10% to 25%) and Amy Lauzon (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does White Pine Investment get paid?","answer":"White Pine Investment is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}