White Pine Investment Co is an SEC registered investment adviser organized as a corporation with a primary office location in Livonia, MI. Its latest Form ADV filing, dated March 26, 2026, reports $532M in regulatory assets under management, 7 employees, and 1,113 accounts.
Assets Under Management
$532M
Employees
7
Offices
--
Total Clients
355
Primary office
LIVONIA, MI
17199 LAUREL PARK DR NORTH, SUITE 220, LIVONIA, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
219
2
HNWI
30.1%
107
3
Charitable
8.2%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$532Mas of March 26, 2026
Discretionary97.4%
$518M
97% of total RAUM97.4%
Non-discretionary2.6%
$14M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$532M
Total Accounts1,113
10Y AUM Change+$301M (+130.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee51:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.