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Part 2A of Form ADV: Firm Brochure FORM ADV PART 2 UNIFORM APPLICATION FOR INVESTMENT ADVISOR REGISTRATION FOR WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. (Previously known as White Lighthouse Investment
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White Lighthouse Investment Management is a financial advisory firm that specializes in investment management services, providing tailored solutions for individual and institutional investors.
Individuals and entities that utilize the services of White Lighthouse Investment Management for investment purposes may be required to file specific documentation related to their investment activities.
To fill out White Lighthouse Investment Management forms, clients should provide accurate personal information, investment details, and financial goals as indicated on the required documents.
The purpose of White Lighthouse Investment Management is to help clients achieve their financial objectives through strategic investment planning and asset management.
Information that must be reported includes personal identification details, asset types, investment amounts, and performance metrics of the managed investments.
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