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WHITE PINE INVESTMENT CO
Legal name: WHITE PINE INVESTMENT COMPANY
CRD 111556File 801-55054
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$532.3M
Above cohort median (national)
Discretionary AUM
$518.4M
Non-discretionary $13.9M
Clients
355
1,113 accounts
Employees
7
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 21, 1997
- Principal office
- 17199 LAUREL PARK DR NORTH, SUITE 220, LIVONIA, MI, 48152
- Phone
- 734-464-2532
- Website
- https://wpinv.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $532.3M
- Discretionary AUM
- $518.4M
- Non-discretionary AUM
- $13.9M
- Discretionary accounts
- 1,078
- Non-discretionary accounts
- 35
- Total accounts
- 1,113
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 29 | $13.9M |
| High net worth individuals | 107 | $448.3M |
| Individuals (other than high net worth individuals) | 219 | $70.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 341 | 355 | increased by14 |
| Apr 1, 2026 | AUM | $465,784,043 | $532,280,488 | increased by$66,496,445 |
| Apr 1, 2026 | Accounts | 1,178 | 1,113 | decreased by65 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 7 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 295 | 341 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $399,986,095 | $465,784,043 | increased by$65,797,948 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 855 | 1,178 | increased by323 |
| Apr 1, 2022 | Employees | 6 | 3 | decreased by3 |
| Apr 1, 2022 | Clients | 291 | 295 | increased by4 |
| Apr 1, 2022 | AUM | $341,605,326 | $399,986,095 | increased by$58,380,769 |
| Apr 1, 2022 | Accounts | 841 | 855 | increased by14 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WHITE PINE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WHITE PINE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.