White Wealth Managers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 153967
- Custodians
- P.O. BOX 358230
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
White Wealth Managers, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself as a capital allocator and does not engage in pension consulting or have affiliations with other advisory firms. Its client base consists of individuals and families, and it operates on a fee structure based on a percentage of assets under management. The firm is not an active investor in ESG initiatives and does not have a multi-state advisory presence.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1Michael White
Chief Compliance OfficerCRD 5095731
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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