DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
White Lighthouse Investment Management S.A.R.L.
Latest filing May 18, 2026
First filing on the tape Sep 9, 2014 · 19 filings
SEC status approved since Oct 6, 2014
RAUM
$105M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$105M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$105M as of May 18, 2026
Jan 30, 2015$26.9M then
HNW client RAUM$99.3M as of May 18, 2026
Feb 28, 2018$33.9M then
State-registered IARs (5.B.3)1 as of May 18, 2026
Jan 30, 20151 then
Employees (5.A)2 as of May 18, 2026
Jan 30, 20151 then
Private funds: no history
RAUM +20% over the last fiscal year+19% a year over threeIARs 1 to 1
Practice profile
derived from the filing of May 18, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $105MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.8MderivedHNW RAUM over HNW clients
- Average account
- $2.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$99.3M95%
- Individuals$5.2M5.0%
- Corporations and businesses$20,0000.0%
- Individual clients
- 10reported
- HNW clients
- 26reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 37reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Owen Jonathan Lachowitz · Owner-Managing Director And Chief Compliance Officercontrolsince 05/2006 · owns 75% or more
Related persons
Schedule D 7.A
- White Lighthouse Investment Management, Inc.investment adviseryRAUM $919M
Advisers that list White Lighthouse Investment Management S.A.R.L. as a related person
- 108030 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Mar 27, 2026HNW share of RAUM moved from 8.0% to 95.0% between the annual amendments of 2025-03-18 and 2026-03-27peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 35 to 37Mar 18, 2025 to Mar 27, 2026
- HNW clients · 21 to 26Mar 18, 2025 to Mar 27, 2026
- Individual clients · 13 to 10Mar 18, 2025 to Mar 27, 2026
- Discretionary RAUM · $87.1M to $105MMar 18, 2025 to Mar 27, 2026
- HNW RAUM · $7.3M to $99.3MMar 18, 2025 to Mar 27, 2026
- Individual RAUM · $78.7M to $5.2MMar 18, 2025 to Mar 27, 2026
- RAUM · $87.1M to $105MMar 18, 2025 to Mar 27, 2026
- Accounts · 40 to 35May 10, 2024 to Mar 18, 2025
- HNW clients · 23 to 21May 10, 2024 to Mar 18, 2025
- Individual clients · 16 to 13May 10, 2024 to Mar 18, 2025
- Financial planning clients · 1-10 to 1-10May 10, 2024 to Mar 18, 2025
- HQ state · unset to May 10, 2024 to Mar 18, 2025
- Discretionary RAUM · $80.2M to $87.1MMay 10, 2024 to Mar 18, 2025
- HNW RAUM · $70.5M to $7.3MMay 10, 2024 to Mar 18, 2025
- Individual RAUM · $8.7M to $78.7MMay 10, 2024 to Mar 18, 2025
- RAUM · $80.2M to $87.1MMay 10, 2024 to Mar 18, 2025
- HQ city · 1006 LAUSANNE to 1003 LAUSANNEMar 27, 2024 to May 10, 2024
- Accounts · 37 to 40Mar 28, 2023 to Mar 27, 2024
- HNW clients · 19 to 23Mar 28, 2023 to Mar 27, 2024
- Individual clients · 17 to 16Mar 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $62.1M to $80.2MMar 28, 2023 to Mar 27, 2024
- HNW RAUM · $53.6M to $70.5MMar 28, 2023 to Mar 27, 2024
- Individual RAUM · $7.6M to $8.7MMar 28, 2023 to Mar 27, 2024
- RAUM · $62.1M to $80.2MMar 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $75.7M to $62.1MMar 18, 2022 to Mar 28, 2023
- HNW RAUM · $65.5M to $53.6MMar 18, 2022 to Mar 28, 2023
- Individual RAUM · $9.2M to $7.6MMar 18, 2022 to Mar 28, 2023
- RAUM · $75.7M to $62.1MMar 18, 2022 to Mar 28, 2023
- Accounts · 40 to 37Mar 24, 2021 to Mar 18, 2022
- HNW clients · 22 to 19Mar 24, 2021 to Mar 18, 2022
- Individual clients · 16 to 17Mar 24, 2021 to Mar 18, 2022
- Financial planning clients · 11-25 to 1-10Mar 24, 2021 to Mar 18, 2022
- Discretionary RAUM · $69.3M to $75.7MMar 24, 2021 to Mar 18, 2022
- HNW RAUM · $66.5M to $65.5MMar 24, 2021 to Mar 18, 2022
- Individual RAUM · $8.1M to $9.2MMar 24, 2021 to Mar 18, 2022
- Non-discretionary RAUM · $6.1M to $0Mar 24, 2021 to Mar 18, 2022
- RAUM · $75.5M to $75.7MMar 24, 2021 to Mar 18, 2022
- Accounts · 51 to 40Jun 2, 2020 to Mar 24, 2021
- Advisory employees · 3 to 2Jun 2, 2020 to Mar 24, 2021
- Individual clients · 15 to 16Jun 2, 2020 to Mar 24, 2021
Signals
1 dated events
- White Lighthouse Investment Management S.A.R.L. filed its initial SEC registration (Form ADV)Sep 9, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- WHITE-LIGHTHOUSE.CHreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 41 22 548 1431reportedpublic record, Form ADV, May 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026