WHITEROCK WEALTH DESIGN, LLC
  • WHITEROCK WEALTH DESIGN, LLC

Adviser Profile

As of Date 08/28/2026
Registration SEC, 120-Day Approval, 06/04/2026
ADV Location FAYETTEVILLE, AR, United States
Contact Info (47 xxxxxxx
Websites
AUM* 632,891,285
of that, discretionary 632,891,285
Number of Employees 8
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 334,509
% High Net Worth 23.41%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees