|
⚲
|
| Whiterock Wealth Management Co
✚
| |
|---|---|
| CRD # | 37503 |
| SEC # | 801-60828 |
| CIK # | |
| AUM | $255.3 MM (2024-03-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 214-691-4451 |
| Address | 8350 North Central Expressway Dallas, TX 75206 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 18.4 |
| (b) Individuals (high net worth individuals) | 99 | 236.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 255.3 |
| By Discretionary | ||
| Discretionary | 399 | 228.0 |
| Non-Discretionary | 10 | 27.3 |
| Total | 409 | 255.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.3 | |
| Total | 409 | 255.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Legacy Financial Advisors Corporation
✚
|
MN | 0.3 |
|
Schulhoff & Co Inc
✚
|
OH | 0.3 |
|
Aspen Investment Management Inc
✚
|
MI | 0.3 |
|
Merit Financial Partners LLC
✚
|
NY | 0.3 |
|
Peninsula Asset Management Inc
✚
|
FL | 0.3 |
|
Elios Financial Group Inc
✚
|
OH | 0.3 |
|
Investor's Fiduciary Advisor Network LLC
✚
|
ID | 0.3 |
|
The J Arnold Wealth Management Co LLC
✚
|
OH | 0.3 |
|
Pacific Asset Management LLC
✚
|
WA | 0.3 |
|
DHH Advisors LLC
✚
|
NJ | 0.3 |